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Obama’s budget gives advisers plenty to watch
President would tax wealthy to pay for 'middle-class' gains, SEC gets budget boost.
Social Security reaches 75th anniversary of first monthly retirement check
Retirement benefits underscore the value of lifetime income, inflation protection.
Ed Slott, Ed Slott & Co.
Slott built a niche for himself by mastering the intricacies of individual retirement accounts and explaining them to others.
House passes two tax-reform bills
Legislation would repeal estate tax, make state, local sales tax deductions permanent.
Warren Buffett pushes Obama to build the Keystone pipeline
Breakfast with Benjamin: Warren Buffett wants President Obama to approve the Keystone pipeline. Plus: Rocky Mountain high tax revenues, ECB puts Greek debt in the doghouse, and institutional investors are bullish and careful.
Tax traps to avoid in 2015
Plenty of paperwork and pain await taxpayers and accountants this year. Here are the biggest pitfalls to watch out for.
House approves bill easing 529 plan rules
Families may get to pay for computers again with these popular college savings accounts.
Stephanie Kelton comes to Washington after ruffling feathers in adviser community
Self-styled 'Deficit Owl' believes government can spend as much as needed to spur economic growth, get to full employment.
How to get workers to chip in more money toward HSAs
Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.
Obama backs off 529 college savings plan proposal
Issue becomes distraction from president's broader plan to expand and simplify tax breaks for education
Obama’s capital gains tax plan: What it boils down to for you and your clients
Three potential financial planning issues you might have to handle if president's proposal becomes law.
Obama seeks overhaul of corporate tax system
In budget proposal, president to offer companies system they have sought but on less favorable terms.
Clients may need hand-holding this tax season
The IRS should re-examine its budgetary priorities and direct more of its shrinking resources to taxpayer guidance and assistance
FSI to zero in on state advocacy this year
Group set to launch lobbying days in Florida, Texas, New York and California.
Recent Supreme Court case offers lessons for managing inherited IRAs
Inherited IRAs being impacted by bankruptcy is a remote event, but advisers and clients should still be prepared
Two new Social Security books to add to your go-to list
Add one to your bookshelf and refer clients to the other.
Retirement crisis is real and getting worse: Study
More than half of U.S. households don't have enough saved for retirement, Center for American Progress finds.
Little incentive to use 529 plans under Obama proposal
College planning would change under president's reforms to education tax code.
2014 stock market rally pays off for charitable giving
The markets giveth, and keep on giving
The next thing to worry about: Investor overconfidence
In Friday's Breakfast with Benjamin, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.
