Displaying 2689 results
Advisers react to Hillary Clinton speech that takes aim at ‘super-rich’ and Wall Street
Some are cringing at the hint that wealthy citizens will need to pay more in taxes, yet most still plan to give her their vote.
Careful planning can help public employees avoid Social Security reductions
One adviser helped his client avoid Social Security reductions by carefully mapping out when to take her benefits and pension.
New estate rule would affect tax strategies of ultra-wealthy
Treasury Department's proposed regulation aims to curb tax-planning approaches that lower the valuation of stakes in corporations or partnerships.
Donald Trump in Detroit speech offers revised tax plan and curb on regulations
The Republican nominee is trying to reset his presidential campaign after a string of missteps.
Bill and Hillary Clinton made $10.6 million in 2015, paid $3.6 million in taxes
Democratic nominee's staff jabs Trump on releasing his returns.
Social Security Administration steps up privacy protections
Online users now require cell phone for text message verification.
Trump as ‘supreme ruler’ and ‘attractive’? Advisers react to long, historic speech
Republican presidential candidate's acceptance speech to the RNC makes big promises but offers little specifics on how he would cut taxes or reform regulations.
Roth IRA investors more aggressive, make fewer withdrawals than traditional IRA investors: ICI
Most traditional IRA investors start with rollovers.
Side-by-side comparison of Clinton, Trump tax plans
Stark differences include one presidential candidate who seeks to raise income taxes on the wealthiest Americans while the other would cut them across the board.
Solving the mystery of unexpectedly reduced Social Security benefits
It turns out that the explanation, which advisers need to watch out for, was rather simple.
How Donald Trump and Hillary Clinton plan to gain access to your wallet
Breakfast with Benjamin Based on their own rhetoric, this is how Hillary Clinton and Donald Trump would impact your wallet, if they win the White House.
Adviser’s Consultant: How to create a wealth transfer process for clients
Brent Brodeski of Savant Capital explains how his firm helps clients plan to pass on their money and values, and the upshot of doing so for advisers.
Republican convention speakers back tax and financial reforms
The future of tax reform and other adviser-related interests are getting attention at the Republican party convention. (More: 10 sectors to watch when Hillary Clinton or Donald Trump become president)
Debt dims boomers’ retirement prospects
New study shows ongoing bills impede savings and boost baby boomers' retirement income needs.
How to correct Social Security earnings records
Mistakes in reported earnings can reduce future benefits.
Democrat’s financial transactions tax splits adviser ranks
Some believe it's an attack on capitalism; others think it will reduce volatility in the market. Read our story and take our poll.
Democratic platform draft includes financial transactions tax, defense of DOL fiduciary rule
The party is set to endorse a levy on securities sales and to defend the DOL fiduciary rule when it meets at its national convention in Philadelphia later this month.
Legislation to impose financial transactions tax introduced
The legislation, which would place a tax on stocks, bonds and derivatives trading, was rolled out now to elevate the issue in this fall's election.
IRS rethinks rules for savings accounts to care for young people with disabilities
States get additional guidance on how to administer 529 ABLE plans.
Social Security update for gay couples
Legalizing same-sex marriage nationwide opens the door for spousal, survivor, disability and Medicare benefits.
