Hold onto your hats and proceed with caution.
The president's proposed change in step-up in basis would have a major impact on high-net-worth earners' taxes, according to Robert N. Gordon.
Senate leaders are asking the public to add their ideas for overhauling the code to the bipartisan debate.
<i>Breakfast with Benjamin</i>: Pension funds never factored in that people would live as long as they're living. Plus: Fake hedge funder goes to extremes to cover his tracks, Congress to the rescue, and IRA missteps you can avoid
Protection takes precedence for committed couples who won't get hitched.
When interest rates rise, the $3.4 million ceiling proposed could drop, trapping more people in a tax net
A third of investors in one study weren't given the help they sought, and less than 10% got advice on taxes, estate planning, education planning, debt management or personal budgeting.
The Labor Department's proposal to impose a fiduciary standard on retirement advisers has stalled as the brokerage industry makes one more, eleventh-hour bid to change it.
What if you could do something similar to a charitable IRA rollover now, with more clients qualifying, fewer downsides and numerous advantages?
<i>Breakfast with Benjamin</i>: Maybe taxes aren't the reason U.S. companies are relocating overseas. Plus: Individuals are also leaving the country, cybersecurity spending spikes, and four good reasons to save more money.
<i>Breakfast with Benjamin</i>: Thousands of paintings by Pablo Picasso might be about to hit the market. Plus: Where to start to get a million bucks in your 401(k), never assume when it comes to retirement saving, and how Obama's budget targets big banks.
When considering a Social Security software program, make sure it covers all of your potential client profiles.
The industry group is reducing the cost of health care for small and large advisory firms, according to FSI’s Chris Paulitz
<i>Breakfast with Benjamin:</i>Annuity sellers fighting for IRAs. <i>Plus:</i> What's good for consumer isn't for business; another perspective on how much size matters; adviser tech world rocked; and how to join the 1%
You won't go to jail. Otherwise, the reality is pretty unpleasant.
Mixed families often squabble; the beloved comedian's children and third wife are in court.
Retirement benefits underscore the value of lifetime income, inflation protection.
Slott built a niche for himself by mastering the intricacies of individual retirement accounts and explaining them to others.
Investing legend Charley Ellis offers clear advice for near-retirees about how long to work and when to collect Social Security.
Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.
