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Some year-end tax strategies to consider
When is the best time for clients to fund their retirement plans? One has until April 15, 2015…
Saving for retirement likely to be harder for small-business owners under tax reform
Take steps to accelerate retirement plan contributions before the enactment of new limits, taxes and rules.
Maybe the Fed isn’t going to raise rates next year
Paul Krugman is skeptical of the consensus for a rate hike. Plus: The risky downside of oil's slide, passive investing all the rage, Congress actually does something, Americans turn bullish.
No double dipping on Social Security claiming
Each spouse gets one, but couples can exercise a combo strategy.
Joan Rivers’ estate planning gambit: A New York state of residence
A quirk that splits Joan Rivers' state of residency and state of domicile catches estate planning experts' eyes.
Americans have a low retirement IQ
More than 75% are clueless when it comes to drawing down income in their golden years.
How immigration reform could impact Social Security
Additional payroll taxes would bolster trust funds initially
Financial advisers need to check up on clients’ medical debt
About 52% of the collections reported by credit agencies are owed to hospitals and other medical providers. Advisers must stand ready to help negotiate claims and make sure medical debt doesn't wreck client credit reports.
How one single woman can collect three types of Social Security benefits
How one single woman can potentially collect three types of Social Security benefits and rack up significant guaranteed retirement income.
How to avoid a tidal wave of taxes from IRAs
Pre-retirement planning strategies help reduce tax impact from required minimum distributions.
Financial adviser, and Teddy bear collector, goes to prison for fraud
On Thursday's Breakfast with Benjamin, adviser, Teddy bear collector and former New York Islanders co-owner gets jail time for major financial fraud. Plus: Congress is finally disapproving of Congress, the real 'slack' in the labor market, and realizing even more things are taxable than you thought.
Give me a (tax) break: ETFs and tax efficiency
Breaking down some key differences between ETFs and mutual funds so you can help clients avoid unpleasant surprises.
Retirement plan contribution limits for tax year 2015 bring new opportunities
Higher limitations for contributions gives advisers a chance to remind clients to save.
Adviser who sold tax avoidance schemes sent to prison for tax evasion
California man acting as a financial adviser was sentenced to two years in prison for filing false tax returns.
How children can reap the benefits of Social Security
When a parent retires, becomes disabled or dies, children can collect benefits.
Senate expected to pass ‘bare minimum’ tax extender bill
House vote late Wednesday provides $42 million in temporary relieve to taxpayers but nothing for 2015.
Accountants, advisers cautious on strategies as tax breaks remain elusive
Sometimes the best planning approach is to do nothing in an uncertain environment.
How to avoid the unexpected capital gain gift
Even if an investor didn't sell shares in a fund this year, if a manager took profits or sold to meet redemptions, the investor shares in the tax burden.
Political battle over ‘tax and spend’ unfolds in ways that help, hurt advisers
House has the upper hand on the Senate over tax reform
Advisers must help clients decide how HSAs fit in their plans
Clients need more knowledge about health savings accounts and their potential role in helping fund health and retirement needs.
