Candidate's earnings taxed as carried interest; 'ordinary people wouldn't be able to do this'
Even for the typically affluent clients of financial advisers, informed decisions about how and when to claim Social Security benefits can mean thousands of extra dollars a year, and tens of thousands of dollars over a lifetime. Are you prepared to advise clients on this crucial decision?
Americans are back in the borrowing mood, and even the wealthy are getting in on it when the credit is cheap enough, according to advisers.
Masterpiece to go on sale this May; three other versions all in museums
Ex-govenor's 15% effective rate criticized by opponents; Gingrich paid twice that
Central Park West penthouse listed at nearly $90M; Russian billionaire seen as buyer
The question: Are such puny yields worth it when money isn't FDIC-insured?
In a much-anticipated move, Charles Schwab late on Tuesday said it is launching a 401(k) product that features index funds. An ETF-version of the low-cost offering, dubbed Index Advantage, is due next year.
The U.S. Internal Revenue Service said it audited 12.48% of individual tax returns with income exceeding $1 million during 2011, an all-time high.
A former UBS AG client was indicted by a federal grand jury on a charge that he defrauded the U.S. by hiding assets from the U.S. Internal Revenue Service.
University of California undergrads propose 20-year tuition plan; five percent solution?
Look to end tax loophole for businesses, use proceeds to provide more financial aid to students
Courts reluctant to discharge loans, often forcing graduates to pay off enormous sums; parents increasingly on the hook, too
CPI up 3 percent, but Princeton raises prices by nearly 5 percent
Class warfare is likely to be a major theme of the 2012 election, with bottom-line consequences for financial advisers' affluent clients.
Analysis of Newt Gingrich's tax plan would cut taxes for 70% of households and reduce rates for the highest earners compared with what they pay now.
Under pressure from a challenging economic environment, John Hancock Life Insurance Co. has pulled back on its annuity distribution and expects to withdraw an array of fixed, variable and immediate annuities
Bearer bonds from alleged Philippines plane crash are little more than wallpaper
