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Millions set up online Social Security accounts
But a credit freeze could complicate the sign-up process.
Tax lessons learned for the 2013 season
Six tips could prevent your clients from getting slapped with a four-figure tax bill next year.
File and suspend won’t be suspended … just yet
Obama budget proposal seems to target some Social Securities claiming strategies but this popular one is safe - for now.
What female retirees don’t know can hurt them
Some divorced spouses are clueless about Social Security benefits
Two wives, two sets of Social Security benefits
Current and ex-spouses don't have to share survivor benefits.
Investors turn focus to first-quarter earnings
Breakfast with Benjamin: All eyes are on earnings. Plus: The SEC discovers high-frequency trading, momentum takes out passive investors, AAA credit ratings becoming extinct, new love for emerging markets, six solid stocks to watch this week, overwhelmed at the IRS, and Switzerland votes for the world's highest minimum wage.
Social Security tool does a disservice to the program All Americans should take this survey
I read the On Retirement column “Making tough decisions to fix the Social Security system” (InvestmentNews, March 24).
Account opening is No. 1 tech concern: Survey
Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.
LGBT married clients weather complicated tax season
Same-sex couples need new strategies in tough tax climate
Capital gains surged ahead of U.S. tax increase
Investors took profits in 2012 before the top capital gains rate rose to 23.8% and President Obama's investment tax for his health care plan took effect. Capital gains surged 60% in 2012 over 2011.
How to interpret Social Security benefit statements
Public sector workers' payments may be reduced.
Mary Beth Franklin: Budget raises questions about fate of claiming strategies
Unclear if and when proposed change might take effect, still more vague about what strategies would be affected.
Advisers brace for onslaught as Tax Day nears
New tax laws mean new and perhaps unexpected liabilities for clients – and even some advisers
Huge gap in public’s knowledge of Social Security rules
Difference between claiming strategies could be as much as $250,000 for a married couple.
Getting the most from Social Security benefits
The first rule: If possible, don't file before 66. Second rule: If you can, file and suspend.
More Americans renouncing citizenship
But declaring 'independence' comes with hefty taxes – which trusts can help curb.
Warning signs your client is at risk of an audit
Earnings above a certain threshold, charitable donations or business deductions may all be red flags that a client is a prime candidate for a tax audit. Here's a rundown of what advisers need to know to keep their clients away from the tax man.
IRA moves that won’t get you in trouble
With new IRS rules on rollovers coming soon, some tips on how to help clients avoid the tax man.
Social Security accreditation program for advisers
One-day training session promises to give you a leg up on the competition.
