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The big benefits decision
Helping clients determine when to begin collecting their hard-earned Social Security benefits is always tricky. Having worked a…
IRI to provide health care cost tool to members
Tool will enable IRI member firms to project how much retirees will spend on health care.
Average retiree health costs could overtake Social Security benefits
Building Social Security benefits into your clients' retirement income plans? You might want to think again. Mary Beth Franklin on the "ugly truth" of what's eating that income.
Investors value advisers, especially when retirement is looming
Investors on a panel at an InvestmentNews retirement income conference said they value the expertise of advisers, especially as they get close to or enter retirement
In divorce, retirement is at risk
Splitting a retirement plan in divorce often means tax problems. While matrimonial attorneys usually assist in the division…
How to connect with your clients’ adult beneficiaries
Advisers must deal with the harsh reality that they are getting older, and so are their clients
Brain drain at Social Security Administration
Yet another reason why advisers should master claiming rules
How to prepare now for a better tax year in 2014
The window of opportunity to work with accountants on tax planning for this year is open, but not for long.
Test how much you know about Social Security
See if you can answer the most common questions clients pose on their benefits.
Prepare for a rocky week in the markets
On today's Breakfast with Benjamin menu: The next four days are going to be big for the markets. Plus: One way to hedge against a correction; bad news keeps coming for Bill Gross; don't wait to collect Social Security; Nick Schorsch's shareholders speak; and digital luggage tags.
Senate action could accelerate tax extenders’ approval
House would be next to take up the bill, which could help financial advisers' clients
Social Security survivor benefits after botched second marriages
If second marriage ends, the first one may still count
Extending tax breaks priority for new Senate Finance Chairman
Extending tax credits and deductions is a priority for new Senate Finance Committee Chairman Ron Wyden, even as he indicates there won't be any major tax changes for individuals or businesses this year. What gives?
The capital gains vacation is coming to an end
For fund investors, the vacation from capital gains taxes may be over after another strong year for stocks. But it's not all bad news, as there are ways for investors to extend their holiday.
The tricky first-year rule for working while collecting Social Security
New retirees can use monthly rather than annual earnings limit.
Delaying Social Security can outperform investment returns
But break-even period can be at least 20 years.
Social Security earnings limits can reduce spousal benefits, too
Earnings restrictions disappear at full retirement age.
Baby boomer, Gen X women fear not having enough retirement savings
Congresswoman encourages growth in number of female financial advisers.
Rubio outlines Social Security reforms
Senator calls for changes that would encourage retirement-age workers to work longer
Tax strategies for high-net-worth retirees are aplenty
Simplifying strategies and balancing clients' assets across different accounts with different tax treatments can help HNW retirees.
