New taxes, higher tax brackets call for some fancy footwork by advisers and accountants seeking to mitigate effects of tax law changes.
As life spans lengthen, it's more important than ever to get your claiming decisions right
Three planning tools to minimize student loans
A recent poll finds Americans are willing to pay more to preserve the program.
Patent infringement claims against Financial Engines means plan sponsors should be vigilant and ready to reassure plan participants.
It'll be nearly 20 years before the trust fund runs out of surplus
Social Security Administration says benefits will rise 1.7% next year, coming to about $20 extra per month, which some argue won't cover health care inflation.
Distributions retain the tax characteristics of what happened in the REIT
Income levels determine how much clients will pay for Medicare Parts B and D; planning is key.
<i>Breakfast with Benjamin:</i>Shopping season bodes well for stocks. <i>Plus:</i> John Hancock pushes for liquid alts in retirement plans; being thankful for seasonal market timing; and learning to fly drones for fun and profit
With Republicans leading the House and Senate next year, the possibility of some reforms to the Affordable Care Act are possible. The rules around the employer mandate seem to be those most likely to find compromise within the Congress and at the White House.
Despite Republican takeover of Senate, disparate goals of lawmakers may make progress hard to come by.
If IRS Commissioner John Koskinen could set the agenda for the upcoming lame-duck session of Congress, he would make renewal of dozens of expired tax breaks the priority. If Congress doesn't act before the end of November, filing season could be postponed, giving taxpayers a big headache.
Stealth tax subject to complicated three-part test.
Today's <i>Breakfast with Benjamin</i> on hedge funds owning $16 billion in Puerto Rican muni bond debt, the scary similarities between advisers and psychics, why deep-water drilling looks like a bargain, and more.
With Senate control at stake in tomorrow's election, interest groups representing the brokerage and insurance industries are spending substantially more than financial adviser groups, and are adding to their lead.
More retirees are rising above the tax-triggering income threshold due to cost-of-living increases
Approval of annuities in 401(k) target date funds, including as a default investment, will make lifetime-income features more popular.
This disease may be on of the biggest financial events in your family's life.
