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Inversions the latest tax-cutting strategy
U.S. corporations have been going through a series of reinventions to minimize bite from the IRS.
Uncle Sam wants a bigger bite
The Tax Foundation crunched the numbers and came up with estimated brackets and rates for 2015. Looks like brackets are climbing a bit.
Strategies arise to take advantage of new IRS after-tax rollover
Though after-tax dollars in a 401(k) can now be rolled into a Roth IRA, few employers accept such contributions.
Distinguishing financial planner from investment adviser
Monday's Breakfast with Benjamin Distinguishing financial planner from investment adviser. Plus: Gold looks tarnished, the Russell 2000 heads into 'death cross' territory, buying stocks in a buyback cycle, bank stocks in a rising-rate market, and another tax penalty, courtesy of Obamacare
Student loans imperil parents’ retirement
Borrowing or cosigning for a child could mean debts too hard to get out from under
Why health care is the ultimate retirement wild card
New study focuses on the need to integrate health care and retirement planning.
Sometimes the IRS loses in court
Engineer's rollover case points out the need for a good lawyer schooled in tax law.
Corporate tax dodging targeted as nations draw up battle plan
The tax-avoidance strategies that companies like Google Inc., Apple Inc. and Amazon.com Inc. use to escape more than…
Romney-sized IRAs scrutinized as government studies taxes
'Never intended to be a tax shelter for millionaires,' Congressman says of retirement savings vehicle.
Biotechs riding high as Ebola diagnosed in the U.S.
Breakfast with Benjamin: Biotechs riding high. Plus: Reading into the market's Halloween indicator, J.P. Morgan steps in another MBS mess, Ford looks like a preview of things to come for stocks, and investing like rich folks, even if you aren't rich yet.
How a gloomy health prognosis affects Social Security claiming strategy
For one couple, shortened life expectancy is a strong reason to collect benefits early.
Inflation, markets affect Social Security claiming decision
Discount rate, inflation and taxes determine the lifetime value.
Social Security tool steps out with new version
Popular software program's improvements include the ability to compare up to four claiming strategies side-by-side.
Social Security offset rules can cut or eliminate benefits
Public employees, including some schoolteachers, may not be aware of reductions.
Lump sum or monthly pension? How I made my decision
The question is one advisers are likely to hear more often. The answer depends on a person's financial needs, life expectancy and access to other assets.
Smart beta, by any other name, is still smart
On today's Breakfast with Benjamin menu, a look at how smart beta has grown in prominence despite criticism, the performance-killing fees of active management, another type of corporate inversion, and more.
Warren Buffett’s tax fairness doublespeak
In today's Breakfast with Benjamin, Warren Buffett's fails to put his money where his mouth is, Canada finds a sensible way to stop corporate inversions, the Fed pushes rate-hike rumors out to the end of next year, and more.
For (almost) every rule there are exceptions
There are more than 2,700 "rules" around claiming Social Security benefits and most of them can be broken
The Fed should raise rates, but it won’t
Breakfast with Benjamin: The Fed should raise rates but... Plus: Financial advisers turn to options investing; the French government calls it quits; the SEC goes after asset-backed bonds; another Obamacare surprise; and what is really the most important meal of the day
Everyone’s talking about postponing Social Security benefits
Do you ever wonder why so many people are talking about the value of delaying Social Security benefits?…
