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‘Less pressure’ on changes to defined contribution plans under tax reform: Graff
Brian Graff, executive director of the National Association of Plan Advisors, predicts the Trump administration will favor tax changes that will be well liked.
Paul Ryan reiterates goal to kill estate tax, maintain retirement-savings incentives
House Speaker aims to ease doubts about likelihood of major tax overhaul.
Don’t mess with Social Security disability rules
Attempts to suspend benefits can have disastrous results.
Retiree health care costs rising faster than Social Security benefits
Allocating a portion of savings in the right accounts can help manage costs.
Fidelity launches funds that can make RMDs for aging baby boomers
The managed payout funds have an optional feature that automatically calculates and distributes an investor's RMD from the account.
4 ways to reduce RMD taxes
These strategies can help stave off the increase in taxes that required minimum distributions usually cause.
Social Security cost-of-living adjustment predicted for 2018
But a significantly higher increase would not make up for the negative impact rising inflation has had on seniors' buying power.
Rectifying Social Security’s flawed advice
Put your request in writing, enlist help if needed and don't give up.
Advisers want Congress to increase HSA contribution limits
Congress might double contribution limits separately if health care bill falls apart in Senate, consultant says.
How over-emphasizing tax deductions can get your clients into trouble
A quick post-mortem of this year's filings could lay the groundwork for the rest of 2017 and beyond.
Changing state residency: Tax planning headaches and opportunities
Residency rules can be very complicated, and states can be aggressive in taxing former residents.
Social Security Administration steps up online security
Starting June 10, verification code required to access personal accounts.
Retirement taxes are not for sissies
Opportunities abound for advisers schooled in tax-efficient withdrawals.
Social Security blocks clients’ claiming strategies
Sometimes it is possible to reverse unintended claims.
New tax plan is a work in progress that needs advisers’ input
President Donald J. Trump plans to host a series of listening sessions on the tax plan.
Milestone birthday triggers crucial financial decisions
In latest dispatch from the retirement front, InvestmentNews' contributing editor mulls health insurance, estate planning choices.
These investments could do well under Trump tax plan
Master limited partnerships, tech funds and financial firms could be winners under the president's proposal.
How Social Security treats remarriage
Sometimes it pays to wait to take a second trip down the aisle.
Increase your probability of success in the bond market
Investors may not fully appreciate the risks they’re taking in the bond market. A little research can go…
Trump’s plan to ditch AMT welcomed by advisers, but tax savings may be minimal
Removing big deductions could nullify benefits of repealing the alternative minimum tax.
