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Advisers must help clients decide how HSAs fit in their plans
Clients need more knowledge about health savings accounts and their potential role in helping fund health and retirement needs.
How to help clients invest for college without sacrificing retirement
Striking a balance between saving for college and retirement is important, because emphasizing one over the other can ultimately jeopardize both.
How to make good use of long-term capital gains
With stocks up sharply since 2009, a lot of people have long-term capital gains in taxable portfolios and can make cost-effective tax moves by donating appreciated stock.
Tax facts: The latest on exemptions and exclusions
The latest on exemptions, exclusions and other key numbers to help you wade through this year's tax thicket
How charitable giving can offset bull market gains
Year-end donations can help clients mitigate next year's tax bite.
Why the IRS is toothless in the fight against supersized IRAs
On Thursday's Breakfast with Benjamin menu, the Government Accountability Office solves the riddle of the multimillion-dollar IRA. Plus: Oil stocks bounce on the Senate's Keystone 'no' vote, seniors can't wait for Social Security, and strippers pose a threat to the '1099 economy.'
Government workers get first crack at phased retirement
Will federal program set an example for the private sector?
IRS losing the battle over mega-IRAs as company founders fill retirement accounts with nonpublic stock
Outgoing Senate Finance Committee chair urges IRS, Treasury to step up.
Ring out the old year with a bowlful of tax strategies
Tips to help make 2014 less painful than 2013 for wealthy clients
New, easy and free technology to figure out capital gains distributions
Online database makes avoiding complicated tax savings a thing of the past.
Higher taxes loom for fund investors
Financial advisers doing end-of-the-year planning for clients must begin the work of reconciling the gains of the U.S. economy and financial markets with mutual fund and ETF capital gains that could increase those clients' tax liabilities.
Mixing tax time and the holidays
Financial advisers should be urging their higher-income clients to come in for tax planning sessions.
Rethinking the traditional retirement income glide path
New software takes headaches out of the bucket strategy
IRS sets cost of living adjustments for 2015
Contribution limits climb but not for IRAs
Being a traffic cop at the intersection of disability and Social Security benefits
Social Security tools can't account for disability benefits, which opens up a great opportunity for advisers.
Deconstructing Social Security rules for remarriage
Separate rules for claiming benefits apply to divorced spouses, survivors.
Majority of women claim Social Security early
Education campaign promotes working with financial advisers to optimize benefits.
What to do about dementia? Advice for the adviser
To efficiently serve and protect clients that develop dementia, specific steps can be taken
Working around the wash-sale rule
Options can be handy tools for loss harvesting, but be careful you don't run afoul of the IRS
Five tax moves made easier with technology
Software can make these labor-intensive strategies a breeze.
