If second marriage ends, the first one may still count
Extending tax credits and deductions is a priority for new Senate Finance Committee Chairman Ron Wyden, even as he indicates there won't be any major tax changes for individuals or businesses this year. What gives?
For fund investors, the vacation from capital gains taxes may be over after another strong year for stocks. But it's not all bad news, as there are ways for investors to extend their holiday.
Millions of people have no idea about the true value of the benefits they have earned throughout their careers. One reader finds that claiming after age 66 can result in retroactive benefits; another beneficiary was leaving $1,000 a month on the table.
The inability to manage money is one of the earliest indications that a client may have Alzheimer's disease
A cost-benefit analysis of a new regulation came up short when it only counted dollars. Then, regulators asked how much more a young child's life is worth.
New retirees can use monthly rather than annual earnings limit.
But break-even period can be at least 20 years.
Earnings restrictions disappear at full retirement age.
Congresswoman encourages growth in number of female financial advisers.
The Martins lived in short-term rental apartments from Mexico to Turkey and England to Argentina. But how practical is the lifestyle?
Earning power needs to be factored in to all retirement plans
A New York regulator alleges that the insurer limited the returns of legacy variable annuity clients.
The SEC charged a pair of brokers, an investment adviser and others in an $80 million variable annuity scam that an SEC official called a "calculated fraud exploiting terminally ill patients."
The entirety of estates that are only 5% over the exemption are now subject to the tax. Some NYers are considering charitable gifts to winnow the size of their assets; others may move.
Senator calls for changes that would encourage retirement-age workers to work longer
New retirees can use monthly rather than annual earnings limit if they want to avoid a reduction in their Social Security benefits. In 2014, a person younger than full retirement age for the entire year is considered “retired” if monthly earnings are $1,290 or less.
Simplifying strategies and balancing clients' assets across different accounts with different tax treatments can help HNW retirees.
