<i>Breakfast with Benjamin:</i> Tax hikes for the rich? Plus: European central bankers load up for their own quantitative easing, Russia is fading fast, and Switzerland has another trick up its sleeve.
Case serves as a reminder that advisers need to plan for events in which a beneficiary becomes unable to inherit.
Budget cuts at the agency over the past five years have led to a “devastating erosion of service” — meaning even longer waits on the phone and delayed refunds this filing season, according to the national taxpayer advocate. They also mean fewer audits, which is good and bad.
LifeYield tool, previously available only to advisers, targets DIY investors.
Gov. Pat Quinn has signed Auto IRA bill in Prairie State. Will advisers object?
When the president delivers his State of the Union address tonight, he will make proposals that could change the basic assumptions advisers rely on for wealthy clients. <i>(See also: <a href="http://www.investmentnews.com/gallery/20141231/FREE/123109998/PH" target="_blank">13 crucial state tax changes</a>.)</i>
Accountants still see cause for worry with additional costs and paperwork tied to the Affordable Care Act.
Gift of the MAGI: Focus on non-reportable income and cash flow to keep your Medicare costs low.
From barely registering to an integral component
Key is to be realistic when trying to get clients to save more for retirement.
Individuals with firearms collections will likely need an additional layer of planning.
Additional estate planning can help keep your weapons in good hands.
Individuals with firearms collections will likely need an additional layer of planning.
Existing products don't fit within the broad regulatory guidelines governing a lifetime income option that contains a deferred annuity offered within a target date fund.
Vanguard Group surpassed State Street Global Advisors as the second-largest ETF provider, a new milestone following a year that was filled with them.
A stepfather who battled Francesca Hilton in court could have won control.
On today's <i>Breakfast with Benjamin</i>, are investors ready to run back into precious metals? Plus: What a breakup of JPMorgan Chase would look like, seeing 2015 through the eyes of Jeffrey Gundlach, and the pros and cons of living in a state with no income tax.
As you are doing your year-end planning with clients, ask them if their Medicare coverage is in place for 2015.
Though rules still vary from state to state, the agency is encouraging all same-sex couples to register anyway.
