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How financial advisers would reform the tax code
Simplification tops the list but it's not the only thing advisers want changed in the tax code. (Check out these 6 strange tax loopholes)
Saving for retirement should be advisers’ top priority: Wharton’s Marston
Finance prof says advisers not getting message of the value of delaying Social Security until 66 across to clients.
Advisers like Rubio tax plan’s simplicity, but shudder at details
Plan would cut almost all tax deductions, but also would eliminate taxes on estates and capital gains, dividends.
Supreme Court rules Maryland double-tax structure is unconstitutional
Accountants prepare clients to refile income tax returns for refund of county taxes.
Tax season is over, but IRA fixes can still be made
Roth IRA conversions or contributions can be undone up to Oct. 15 of the following year
Missed Social Security claiming opportunity costs client more than $29,000
Which is harder to swallow: realizing that your advice cost a client more than $29,000 in lost Social Security benefits or owning up to the mistake?
Trekking to Europe and Japan for attractive dividend income
Breakfast with Benjamin: Where to look when it's time to go beyond the traditional hunting grounds for dividend income.
Take advantage of ‘tax alpha’
Be cognizant of the tax treatment of investments and where they should be held.
The do’s and don’ts of retirement planning
Rule No. 1: Stop being an asset manager and become a plan manager.
Dying penniless: It’s not just the poor
Nearly a quarter of retirees 85 and older are dying with assets of less than $10,000
Getting the message: Social Security claimants are waiting past 62
Shifts in workplace retirement benefits, other factors, encourage more people to wait to claim benefits.
The ETF craze crosses a huge hurdle
Breakfast with Benjamin: Over the last 12 months, investors pumped more money into ETFs than mutual funds for the first time ever.
Advisers ramp up efforts to create tax-conscious retirement withdrawal strategies
Advisers ramp up efforts to create tax-conscious retirement income withdrawal strategies with an aim to extend the life of clients' nest eggs.
4 ways to keep clients’ portfolios from getting taxed to death
Your clients will appreciate it if you help them avoid the 43.4% tax bracket
Tax season takeaways keep on coming
Advisers and accountants are taking a look back at 2014's results and thinking about what they can do better for 2015.
Singles can file and suspend Social Security benefits
But this creative claiming strategy stumps some Social Security Administration employees.
Lessons to learn from the last Nasdaq bubble
Breakfast with Benjamin: The Nasdaq is back to 2000 levels, but everything else is different.
Obamas’ income declined in 2014 but they overpaid their taxes and get a refund
First couple's tax return shows no stock market investments, missed opportunity on home refinance in Chicago.
Social Security closes claiming loophole for people with disabilities
A minor change in the Social Security Program Operations Manual System late last year resulted in a big change in the rights of people who receive Social Security disability benefits.
State Street gets the cold shoulder from financial advisers
Breakfast with Benjamin: State Street gets poor marks from financial advisers, despite dedicated efforts to mend fences and build new relationships.
