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Powerful GOP senator to defend retirement tax incentives
Incoming Senate finance chairman Orrin Hatch says retirement vehicles are the 'greatest wealth creator' for the middle class, and shouldn't be part of tax reform.
Your next client? Meet the six-figure skilled laborer
Advisers: There's a client market where your help is sorely needed — it's called skilled labor, and it could see a bump in the ranks.
New cost-basis rules for options
Problems can arise because of a gap between tax laws and what a broker must report to clients.
Nobody can accuse Bill Gross of not eating his own cooking
Today's Breakfast with Benjamin features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.
How Social Security cost-of-living adjustments change benefits this year
Retiree benefits increase and so do taxes for high-income workers.
Unpleasant surprise on Form 1040 for Obamacare participants
This tax filing season is going to be a little more complicated for freelancers and independent contractors who get health care subsidies.
Global markets fixate on China’s currency play
In today's Breakfast with Benjamin, markets wonder if the Chinese yuan is the next shoe to drop. Plus: Notes on the default risk rising in China's dollar-denominated debt, President Obama's latest tax grab, and rolling 401(k) assets into a pension plan.
Understanding Social Security rules for divorced spouses
Hint: The magic age of 66 applies to exes, too.
Advisers can answer divorced clients’ Social Security questions, except one
Clients must contact SSA directly to get benefit estimates on ex's earnings.
Cheap oil is drawing bargain hunters to energy ETFs
Breakfast with Benjamin: Cheap oil draws interest in energy ETFs. Plus: Finding value under the hood of hedge funds, how to talk like a Wall Street guru, and get insurance or get ready for Obamacare taxes.
Resolving confusion over Social Security survivor benefits
Higher-earning spouse wrongly believed she couldn't collect widow's benefit.
Why the financial markets get so excited by revised growth numbers
On the Breakfast with Benjamin menu today: Mohamed El-Erian breaks down the better-than-expected economic growth numbers. Plus: Warren Buffett's big year, gold investors are only starting to feel the hurt, and finding value where others only see tax-loss selling.
As nest eggs grow, so does need for expertise
Many have significant savings but don't know how to make it last
How to trim Social Security reductions for public employees
Continued years of work in the private sector can ease the impact of benefit cuts on public workers.
Are ETFs really cheaper than mutual funds?
New report from Morningstar casts doubt on the relative cost advantages of popular exchange-traded funds. And there is, of course, the Vanguard effect.
Why security in retirement is often luck of the draw
Specific returns clients earn on investments right around retirement disproportionately impact their lifetime outcomes.
Is your core strategy getting flabby?
Increasing high-yield exposure in an intermediate-bond portfolio may add return, but is risky
Tips to help make this year less painful for wealthy clients
From charitable giving to capital gains and Roth conversions, ways to ease tax bills.
More advisers are turning to donor-advised funds
Popularity is rising among philanthropically inclined investors hoping to offset capital gains taxes.
How to avoid a tidal wave of taxes from IRAs
Pre-retirement planning strategies help reduce tax impact from required minimum distributions.
