But comparing the three market leaders — TurboTax, TaxACT and H&R Block — isn't easy.
Fewer than 3% of families use the plans, and those who do tend to be wealthy. The President proposes giving tax credits to familes making under $180,000 instead.
In today's <i>Breakfast with Benjmain</i>, looks might help money managers land more assets, but they also tend to underperform. Plus: Darryl Strawberry's contract balance goes to the highest bidder, Florida investment manager charged with bilking $17M from clients, and a hedge fund manager uses proper etiquette after losing his clients' money.
Big bets, currency exposure might surprise some investors
From a big year for European equities to precious metals and bonds, here are some ideas of where value may lie in 2015.
Broad support for Chair Yellen's assessment of likely timing, some officials concerned inflation could remain too low.
Though the real estate czar stepped down from two more publicly traded companies last week, as well as from a host of other nontraded REITs, he still remains entrenched at other firms he created and is the largest shareholder at several others.
The small financial services empire of Daniel Thibeault, a well-known asset manager arrested earlier this month on charges of securities fraud, continues to unravel as the board of trustees of his fund moved to distance itself from him.
Plus the rest of Tuesday's <i>Breakfast with Benjamin</i>: Daniel Thibeault's missteps make the case for due diligence, U.S. economy magically defies gravity among global economies, and tax strategies that it isn't too late to employ
The FBI accused GL Capital Partners CEO Daniel Thibeault of creating fictitious loans to divert millions in assets to business accounts.
New report says benefits of exchange-traded funds don't make sense when nestled within the tax-advantaged 529 plans.
As financial advisers begin working on end-of-year planning with their clients, now is the time to talk about college investing.
Boon for MLPs, and a boost for holiday sales
Regulators alarmed at lack of knowledge brokers demonstrate about the products they're selling.
Regulator overturns a hearing panel's decision that would have allowed Schwab to block customers from bringing class actions.
President's $4T budget proposal includes a major change to the Social Security Act that would allow same-sex couples to receive spousal benefits even if they live in states that don't recognize such unions.
Trillion-dollar asset transfer opportunities await RIAs
Market conditions in early retirement can help predict whether your assets will actually last 30 years.
Market conditions in early retirement can help predict whether your clients' assets will actually last 30 years.
