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Five tax moves made easier with technology
Software can make these labor-intensive strategies a breeze.
Strong dollar makes a strong case for currency-hedged ETFs
Midweek Breakfast with Benjamin: What's making dollar bulls cheer. Plus: Picking winners and losers in the net-neutrality fight, Goldman's coveted promotion cycle, Dems suddenly like the Keystone XL pipeline, and Tim Geithner ruffles the Europeans.
Republicans expected to tackle retirement issues in 2015
Bipartisan spirit could lead to movement on key initiatives, including small employer 401(k)s; state actions also possible.
Advisers, clients prepping new playbook to handle American Taxpayer Relief Act
New taxes, higher tax brackets call for some fancy footwork by advisers and accountants seeking to mitigate effects of tax law changes.
New Congress is unlikely to tackle Social Security reform
It'll be nearly 20 years before the trust fund runs out of surplus
Social Security cost-of-living adjustment to rise less than 2% again in 2015
Social Security Administration says benefits will rise 1.7% next year, coming to about $20 extra per month, which some argue won't cover health care inflation.
How are REIT dividends taxed?
Distributions retain the tax characteristics of what happened in the REIT
GOP Senate win gives it the clout to change Obamacare
With Republicans leading the House and Senate next year, the possibility of some reforms to the Affordable Care Act are possible. The rules around the employer mandate seem to be those most likely to find compromise within the Congress and at the White House.
Corporate tax reform would leave advisers, brokers behind
Despite Republican takeover of Senate, disparate goals of lawmakers may make progress hard to come by.
Tax chief tells Congress to renew tax extenders soon or risk filing-season delay
If IRS Commissioner John Koskinen could set the agenda for the upcoming lame-duck session of Congress, he would make renewal of dozens of expired tax breaks the priority. If Congress doesn't act before the end of November, filing season could be postponed, giving taxpayers a big headache.
Get out your calculators: Social Security tax rules are a mind-bender
Stealth tax subject to complicated three-part test.
Hedge funds jumping into Puerto Rico muni bonds
Today's Breakfast with Benjamin on hedge funds owning $16 billion in Puerto Rican muni bond debt, the scary similarities between advisers and psychics, why deep-water drilling looks like a bargain, and more.
Bill Gross’ departure reignites the risks of ‘star manager’ funds
On today's Breakfast with Benjamin menu, Bill Gross' Pimco exit is changing the way we look at star fund managers, Japan's latest stimulus plan triggers a market rally, watching out for those mutual fund tax burdens, and more.
Robos using tax alpha to distinguish themselves
Betterment offers new feature to highlight tax impact before trades conducted.
Government workers get first crack at phased retirement
Will federal program set an example for the private sector?
The regulatory hits keep coming for LPL Financial
The rest of this week's must-read stories include Betterment's robo-adviser for humans, big changes afoot in Social Security, and a focus on picking the right alternatives for clients
Early filers cannot choose their Social Security benefits
Retirees can only restrict claims to spousal benefits if they wait until their full retirement age to file for benefits.
How Social Security annual increases are calculated
COLA formula was established by law in 1972.
Holiday spending can’t come soon enough for the economy, markets
On today's Breakfast with Benjamin menu: Investors banking on holiday spending. Plus: Less-secure Social Security, when gold and platinum run in stride, Facebook is now bigger than IBM, and the tired saga on endless office meetings.
The new and improved Social Security statements
Unlike the previous version, the mailed one now highlights full retirement age.
