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Obama’s tax proposals fall short
Some of the president's tax plans likely will give nightmares to the clients of financial advisers.
TurboTax raises prices and the tax-prep software battle is on
But comparing the three market leaders — TurboTax, TaxACT and H&R Block — isn't easy.
Weighing a Plan B in estate planning in light of Obama’s proposed tax overhaul
President Barack Obama’s proposed tax plan has ignited a new conversation among tax experts on which possible strategies…
Good looks aren’t everything, but it might help you attract more assets
In today's Breakfast with Benjmain, looks might help money managers land more assets, but they also tend to underperform. Plus: Darryl Strawberry's contract balance goes to the highest bidder, Florida investment manager charged with bilking $17M from clients, and a hedge fund manager uses proper etiquette after losing his clients' money.
Former Edward Jones rep accused of stealing from a disabled client
Plus the rest of Tuesday's Breakfast with Benjamin: Daniel Thibeault's missteps make the case for due diligence, U.S. economy magically defies gravity among global economies, and tax strategies that it isn't too late to employ
Tax pain on the way for active funds with big capital gains
Six years into the bull market, losses booked from the financial crisis have all been used up.
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.
