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Package of tax breaks moves through Senate Finance Committee
Panel approves two-year extension of IRA charitable donation allowances, among others.
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.
Labor Department official promises ‘changes’ to fiduciary rule
Labor Department official says the agency will change its proposal to mollify the brokerage industry.
What new same-sex marriage laws mean for your taxes, estate and retirement
The Supreme Court's decision affords an opportunity for same-sex couples to review and update their financial plans.
Broker-dealers face administrative hurdles in rollout of QLAC annuity
Confusion remains over who ensures the contract purchase meets Treasury's guidelines.
SIFMA’s advice to DOL on the fiduciary rule: Start over
Industry heavyweight argues the proposal would limit access to investment advice.
What you can learn from a Harvard economist’s retirement screw-up
Alicia Munnell confesses her "not-so-smart" moves and explains how she recovered. Hint: It had nothing to do with stocks or bonds.
Latest trends in the retirement income market
Capturing rollovers, satisfying income seekers in low-interest rate environment.
Perez assures lawmakers DOL will make fiduciary rule work
Secretary of Labor Thomas Perez assured lawmakers Wednesday that the agency is listening to concerns about a controversial…
Why Social Security should be your backup plan in retirement
Claim early only if you really need to; suspend until later if you can afford it.
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.
9 things companies do during earnings season that investors hate
Breakfast with Benjamin: Some things companies do during earnings season that can really rub investors the wrong way.
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.
Reality bites when it comes to wages in retirement
Most working retirees are making much less per hour now, survey shows.
