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Obama backs Social Security spousal benefits for same-sex couples
President's $4T budget proposal includes a major change to the Social Security Act that would allow same-sex couples to receive spousal benefits even if they live in states that don't recognize such unions.
TD Ameritrade to branch out trust services in alliance with National Advisors Trust Co.
Trillion-dollar asset transfer opportunities await RIAs
Secrets for successful withdrawal strategies in retirement
Market conditions in early retirement can help predict whether your clients' assets will actually last 30 years.
A recipe for future retirement security
Early financial literacy training is key.
State of the Union spoiler alert: Obama plans to go after rich people
Breakfast with Benjamin: Tax hikes for the rich? Plus: European central bankers load up for their own quantitative easing, Russia is fading fast, and Switzerland has another trick up its sleeve.
IRS budget cuts mean fewer audits, delayed refunds
Budget cuts at the agency over the past five years have led to a “devastating erosion of service” — meaning even longer waits on the phone and delayed refunds this filing season, according to the national taxpayer advocate. They also mean fewer audits, which is good and bad.
Quicken offers Social Security Optimizer to consumers
LifeYield tool, previously available only to advisers, targets DIY investors.
In Obama’s State of the Union, advisers see a ‘provocative’ call to tax wealthy
When the president delivers his State of the Union address tonight, he will make proposals that could change the basic assumptions advisers rely on for wealthy clients. (See also: 13 crucial state tax changes.)
Treasury, Health and Human Services move to ease tax filing burden from Obamacare
Accountants still see cause for worry with additional costs and paperwork tied to the Affordable Care Act.
A case for getting bold on gold
On today's Breakfast with Benjamin, are investors ready to run back into precious metals? Plus: What a breakup of JPMorgan Chase would look like, seeing 2015 through the eyes of Jeffrey Gundlach, and the pros and cons of living in a state with no income tax.
House GOP targets Social Security funding
House Republicans flexed their muscles during the first week of the new session of Congress, setting up a future fight over Social Security funding that will probably take shape in the lame-duck session after the 2016 elections.
Finding solutions to the key challenges of modern retirement
The brief golden age of retirement is over, but investing legend Charles Ellis outlines solutions to a potential crisis.
Hedge fund employees enjoy the fruits of their labor
On Friday's Breakfast with Benjamin, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.
Social Security’s special tax rule for repaying benefits
Amount of repayment determines method.
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.