House vote late Wednesday provides $42 million in temporary relieve to taxpayers but nothing for 2015.
Sometimes the best planning approach is to do nothing in an uncertain environment.
Even if an investor didn't sell shares in a fund this year, if a manager took profits or sold to meet redemptions, the investor shares in the tax burden.
House has the upper hand on the Senate over tax reform
Some emerging-markets funds are invested in oil-driven economy.
Mr. Jack helped build the insurer's variable annuities business and independent broker-dealer network.
Clients need more knowledge about health savings accounts and their potential role in helping fund health and retirement needs.
Tuesday's <i>Breakfast with Benjamin</i> features bond sales hitting a new record as rate hikes loom. Plus: Bracing for a global currency war, falling oil prices catch fund managers by surprise, and making 2015 the year of the maxed-out 401(k).
But which gender is saving more? The answer may surprise you.
Working beyond Medicare age can save thousands per year.
Striking a balance between saving for college and retirement is important, because emphasizing one over the other can ultimately jeopardize both.
With stocks up sharply since 2009, a lot of people have long-term capital gains in taxable portfolios and can make cost-effective tax moves by donating appreciated stock.
Four steps you should take in your 20s and 30s
NASAA warning highlights need for advisers to know the ins and outs of these accounts.
The latest on exemptions, exclusions and other key numbers to help you wade through this year's tax thicket
Even if you didn't sell shares, the manager's actions within your fund may trigger a check to Uncle Sam
Year-end donations can help clients mitigate next year's tax bite.
With a new health care reform employer mandate on the way, expanding expertise becomes imperative
On Thursday's <i>Breakfast with Benjamin</i> menu, the Government Accountability Office solves the riddle of the multimillion-dollar IRA. Plus: Oil stocks bounce on the Senate's Keystone 'no' vote, seniors can't wait for Social Security, and strippers pose a threat to the '1099 economy.'
