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Retirement income hit with highest effective tax rates
New software helps advisers maximize spendable income for clients.
The next big thing in retirement advice
Guidance for plan sponsors on how to motivate employees to get beyond their 401(k) inertia
Gov. Christie signs bill to create retirement plan marketplace for small businesses
Gov. Chris Christie signed a bill to create a retirement plan marketplace for New Jersey businesses with fewer than 100 employees.
Test your knowledge about upcoming Social Security changes
A new online quiz is tougher than it looks.
Hillary Clinton ups the ante with new plans to tax the rich
Breakfast with Benjamin The presidential hopeful's new “Fair Share Surcharge” to tax the wealthiest Americans would raise $150 billion over 10 years.
World leaders hid wealth via shell companies: report
Leaked files from a Panama law firm that creates shell companies show that politicians, criminals and celebrities worldwide have used banks and shadow companies to hide their finances, according to a new report.
Social Security claiming questions persist
The Social Security Administration still has not provided official guidance on coming changes.
What the latest tax extenders renewal means for your clients
Here's a break down of Congress' latest moves to adjust the tax code.
Social Security changes reveal a knowledge gap advisers can fill
Leverage the changes to educate clients about what Social Security will provide and how much of their needs it covers.
Medicare surcharge letters dampen holiday spirits
Income-related premium hikes for 2016 confuse advisers, clients.
Gray divorce boosts poverty level for women
New Social Security rules will limit claiming options for ex-spouses.
New Social Security service connects advisers, clients with filing experts
Your clients have only a brief window to take advantage of certain Social Security claiming options under existing rules.
Tax planning and the law of unintended consequences
Now is the time to examine the repercussions of your standardized versus customized advice.
Art and death taxes: Not so certain
Unique pieces and changing market values complicate Tax Court determinations.
Newly improved retirement tax rules
Permanent QCDs, expansions and enhancements let advisers plan ahead with certainty.
The junk-bond correction is not the next financial crisis
Breakfast with Benjamin: Why those claiming the junk bond market looks just like the start of the 2008 financial crisis are wrong.
Passive strategies put another mark in the win column in 2015
Plus: You ain't seen lame until you've seen Congress next year, money manager M&A peaks, avoiding financial fraud, and how the rich get and stay rich
Congress set to make popular tax breaks permanent
Advisers were pleasantly surprised by the tax package that will provide them more certainty when planing long-term for clients.
Roth vs. traditional 401(k)s: What to consider for clients
There are subtleties that could have big tax implications for clients.
Congress moves to delay Obamacare taxes
One provision in the spending bill pushes out for two years the 40% levy on high-cost health insurance plans, known as the Cadillac tax, that was supposed to start in 2018.