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Social Security Administration releases details of rule on new spousal benefits claiming strategy
But the Social Security Administration still has no guidelines for file-and-suspend deadlines.
Where and how Bernie Sanders wants to hit Wall Street
Breakfast with Benjamin His proposed financial-transaction taxes would supposedly collect tens of billions, and Wall Street would likely pay for a lot of the free stuff he hopes to offer as president.
Planning implications of Obama’s budget in one simple chart
Michael Kitces explains how the president's fiscal 2017 budget affects retirement, estate and other tax law.
Adjusting Social Security claiming strategies for new rules
Here are a few scenarios that can help you guide your clients' decisions.
Some local Social Security Administration offices refuse to process benefit applications
Having problems trying to file and suspend before deadline? You're not alone.
Merrill Lynch launches Social Security claiming tool
Other advisers can take a page from the the firm's action plan.
How to manage tax-efficient drawdowns in retirement
For many retirees, the conventional way of thinking may not be the most tax-efficient.
Retirement income hit with highest effective tax rates
New software helps advisers maximize spendable income for clients.
The next big thing in retirement advice
Guidance for plan sponsors on how to motivate employees to get beyond their 401(k) inertia
Gov. Christie signs bill to create retirement plan marketplace for small businesses
Gov. Chris Christie signed a bill to create a retirement plan marketplace for New Jersey businesses with fewer than 100 employees.
Test your knowledge about upcoming Social Security changes
A new online quiz is tougher than it looks.
Hillary Clinton ups the ante with new plans to tax the rich
Breakfast with Benjamin The presidential hopeful's new “Fair Share Surcharge” to tax the wealthiest Americans would raise $150 billion over 10 years.
World leaders hid wealth via shell companies: report
Leaked files from a Panama law firm that creates shell companies show that politicians, criminals and celebrities worldwide have used banks and shadow companies to hide their finances, according to a new report.
Social Security claiming questions persist
The Social Security Administration still has not provided official guidance on coming changes.
What the latest tax extenders renewal means for your clients
Here's a break down of Congress' latest moves to adjust the tax code.
Social Security changes reveal a knowledge gap advisers can fill
Leverage the changes to educate clients about what Social Security will provide and how much of their needs it covers.
Medicare surcharge letters dampen holiday spirits
Income-related premium hikes for 2016 confuse advisers, clients.
Gray divorce boosts poverty level for women
New Social Security rules will limit claiming options for ex-spouses.
New Social Security service connects advisers, clients with filing experts
Your clients have only a brief window to take advantage of certain Social Security claiming options under existing rules.
Tax planning and the law of unintended consequences
Now is the time to examine the repercussions of your standardized versus customized advice.
