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Dealing with Medicare as an expat: When and how to enroll
The right strategy will help clients avoid penalties that can last a lifetime.
Social Security as a backup plan for single filers
Claim early if you need to; suspend later if you can afford it.
Tech stock rally knocked cold
Breakfast with Benjamin: Earnings season started out strong but weak numbers from bellwethers like Apple are slamming the brakes on the market's rally. Buckle up.
Portability is an area where investors need advice
New IRS rules mean that wealthy clients need more tax-planning guidance.
What I learned about Social Security in my CFP review course
Going into the Dalton Review program, I was afraid I would be tripped up by complicated mathematical computations involving Greek letters that I couldn't identify. But I never thought I would stumble in my area of expertise: Social Security. Wrong! It seems that too much knowledge can be a dangerous thing. I answered several questions incorrectly when confronted with sample test questions on the subject.
Package of tax breaks gains traction in Senate
It is one of a package of tax breaks which expired at the end of the year that the Senate Finance Committee has voted to extend.
Broker-dealers face administrative hurdles in rollout of QLAC annuity
Confusion remains over who ensures the contract purchase meets Treasury's guidelines.
You know investors are getting nervous when oil becomes a safe-haven play
Breakfast with Benjamin: Oil stocks are starting to attract investors seeking safety, and that should be cause for concern.
Financial planning platforms target Social Security benefits data for online integration
Financial Engines, Betterment among automated investment services aiming to let their clients use information to inform retirement planning.
BlackRock CEO Larry Fink challenges money managers, politicians on retirement issues
Inadequacy of savings is a "far bigger crisis than health care ever was."
Social Security Disability Fund will be empty next year
Combined, Social Security retirement and disability fund reserves projected to be exhausted in 2034.
Hillary Clinton calls for capital gains tax to reward ‘longer-term investments’
Presidential candidate seeks to reward longer-term investments, rein in "excessive risks” in the industry, and go after individuals in enforcement cases.
Help boomers recognize reality bites when it comes to wages in retirement
Most working retirees are making much less per hour now, survey shows
Billy Joel: Poster child for the Viagra college fund?
Older dads can trigger Social Security benefits for young children.
The tax risks of clients’ overfunding their 529 savings plans
Make sure clients set aside the right amount to optimize savings and avoid unnecessary taxes and penalties.
The tax, estate and retirement planning ramifications of the Supreme Court’s ruling on same-sex marriage
Ruling affords advisers an opportunity to review and update clients' financial and tax plans
Cost of settling estates rising as states hunt for more revenue
Connecticut tops the nation in probate fees — latest example of removing caps to fund courts.
Financial lessons from the timing of Jennifer Garner and Ben Affleck’s divorce
Benefits of filing after a key anniversary may be worth the wait.
Social Security consolation prizes for divorced spouses
Ex-spouse can claim independently and is not subject to family maximum limit.
Social Security claiming strategy short-circuited by excess earnings
Both older nonworking wife and younger employed husband can lose benefits.
