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Social Security to stop mailing paper statements — again
Budget restraints will limit paper benefit statements to those 60 and older.
Outlook for 2017: Strategists from Vanguard, Fidelity, Franklin Templeton, Ameriprise, BlackRock and others weigh in
Unusual number of variables in the New Year.
Social Security changes coming to beneficiaries and taxpayers in 2017
Whether your clients are receiving monthly checks or still paying in, be aware of these adjustments.
Tax-managed SMAs are still a best practice despite possible tax cuts
While we can't foresee what the next four years may bring, we know that one thing under our control is the disciplined deferral of gains and routine harvesting of losses.
Social Security program to run out of money in calendar year 2029: CBO report
In fiscal year 2016, the $905 billion spent on Social Security benefits accounted for nearly one-quarter of federal spending.
Social Security rules for the twice-widowed client
Surviving spouse can choose when to collect each benefit.
Calculating the impact of new Social Security rules
Continuing confusion over claiming strategies creates opportunities for advisers.
Advisers help find donor advised funds for clients’ charitable dollars
The funds provide donors an immediate tax deduction and an opportunity to guide the funds' investments and their eventual dispersal to charities.
How to keep clients from going wild when the Dow hits 20,000
To tame their animal spirits, call them before they call you.
Will the Fed’s steps lead to a stumble?
A long-held stock market selling rule may not apply this time around.
Social Security Administration evaluates online claiming tools
Report explains why various calculators produce different results
3 ways advisers can help clients maximize charitable giving benefits
There is still time for investors to help fulfill their philanthropic passions and also reduce their tax bills.
Still time to make IRA contributions for 2016
A 2016 IRA contribution can also be recharacterized in 2017, meaning changed from a traditional IRA to a Roth IRA, or vice versa.
Time for a new Social Security Commission
Clock is ticking on trust fund insolvency that could result in future benefit cuts.
Muni funds take on water as rates rise
Long durations, low credit quality spell trouble.
LPL broker in battle with IRS over how he structures his business
Ruling could have implications for other advisers in independent broker-dealer channel.
Help clients avoid capital gains distributions
Shareholders typically don't like paying taxes on income they haven't received.
Some funds doling out capital gain pain
After a seven-year bull market, few funds have offsetting losses to reduce those gains. Expect the biggest distributions from small-cap funds.
Seniors see Social Security changes as benefit cuts
New rules require weighing claiming strategies against competing income goals.
Why Social Security is crucial to women
Lower incomes and fewer assets in savings plans lead to problems in retirement.
