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Laurence Kotlikoff, economist and Social Security guru, to challenge Clinton, Trump for presidency
Saying the U.S. faces a $199 trillion 'fiscal gap,' professor wants to apply the principles of economics to fix what ails the country.
The health care tab for a retired couple will be $567,903 — and that’s if you’re healthy: study
The average, healthy 65-year-old couple who wants to retire probably has larger health care costs than you think.
DOL fiduciary rule trips up robo efforts at BlackRock, Schwab
Plus: Measuring Jim Cramer's performance, personal finance myths, and Social Security misconceptions
The real reason Trump won’t reveal his tax returns
Plus: Yellen toys with the markets again, don't make these four 401(k) mistakes, and a fun summer job
Donald Trump’s focus on U.S. debt could hurt retirement accounts
Plus: Hedge fund manager still raking in the big bucks, another Bernie Sanders gaff, and making sense of smart beta
How to become a Social Security expert
Training programs available for various levels of experience and interest.
Hedge funds face their Uber moment
Breakfast with Benjamin Expensive and exclusive is no longer enough to automatically attract investors to hedge funds.
Clients still need Social Security advice
File and suspend's elimination doesn't mean advisers should put Social Security planning on the shelf.
Relief for looming Social Security deadline
Clients can file a protective form to protect their claiming rights.
Social Security employees finally get instructions on how to implement new claiming rules
But watch out: The range of advice issued by local offices and hotline operators has been very inconsistent.
Don’t fear capital gains tax
Nobody likes paying taxes, but long-term capital gains rates are favorable compared with other tax treatments.
Take another look at nonqualified deferred compensation plans
These plans are capable of generating significant wealth because they allow assets to compound tax-free over time.
Some married gay couples surprised by new tax burden
Last year's Supreme Court ruling was a mixed bag for some married gay couples. Some had less trouble filing state taxes, while others had a higher tax bill.
Analyst sees gold hitting $3,000 an ounce over next three years
Breakfast with Benjamin Why one analyst predicts the precious metal will hit $3,000 an ounce over the next three years.
Watch out, boomers, here comes 70 and those RMDs
Mandatory payouts from savings plans may trigger new taxes.
How should clients use their tax refunds?
Advisers should put behavioral finance techniques to work when nudging clients to use tax refunds appropriately.
Social Security planning still critical after demise of file and suspend
Remaining claiming strategy offers eight more years of creative options for some clients.
The file and suspend countdown
Ready or not, Social Security claiming rules change on April 30.
Avoid local Social Security offices and file for benefits online
As confusion over filing rules continues, some complaints about false information emerge.
Low energy prices taking a toll on MLPs
The tax advantages might not be worth it.
