Self-styled 'Deficit Owl' believes government can spend as much as needed to spur economic growth, get to full employment.
Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.
With the five-year period satisfied, you could meet the requirements for qualified distributions
Today's <i>Breakfast with Benjamin</i> features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.
Issue becomes distraction from president's broader plan to expand and simplify tax breaks for education
New government research says some broker practices are costing investors $8 billion to $17 billion a year, and the White House may now support tighter oversight of brokers who handle retirement accounts.
Three potential financial planning issues you might have to handle if president's proposal becomes law.
In budget proposal, president to offer companies system they have sought but on less favorable terms.
The IRS should re-examine its budgetary priorities and direct more of its shrinking resources to taxpayer guidance and assistance
Investors, particularly those in their 30s, should aim for this target rate in order to retire comfortably.
The young Glee actor died without a will; does that mean both parents inherit equally?
Group set to launch lobbying days in Florida, Texas, New York and California.
Inherited IRAs being impacted by bankruptcy is a remote event, but advisers and clients should still be prepared
Ida May Fuller paid in $24.75. Guess how much she got out?
Today's <i>Breakfast with Benjamin</i> features the case for investing in Russia looking great, at least on paper. Plus: Hedge funds are still shorting oil, will the big snowstorm close the financial markets, and how to pick the right IRA for your clients.
Add one to your bookshelf and refer clients to the other.
Here's how to prevent state-level taxes from taking a large bite out of clients' holdings.
How many rules does Social Security have? Try 2,800-plus
More than half of U.S. households don't have enough saved for retirement, Center for American Progress finds.
College planning would change under president's reforms to education tax code.
