The lockdown has shown firms that they're not tied to one location
Despite changes in tax treatment, philanthropists increased support for nonprofits
The grandson is entitled to dependent benefits until he turns 18 or 19 if he is still in high school.
Doubleline Capital CEO tweets about possibly leaving his Los Angeles base amid 'incompetent governance'
The Democratic presidential nominee would convert retirement savings tax deferrals to tax credits
Companies are five times as likely to say they feel responsible for workers' financial wellbeing than seven years ago, a survey found
Although retirement benefits earn delayed credits for every year a worker postpones claiming them up until age 70, spousal benefits do not.
Mary Beth Franklin talks about the uncertainty around the Social Security trust fund and how advisers can help clients plan for that
Tax rate for those with incomes above $1 million will rise to 10.75% from 8.97%
That adjustment for next year would be small, but higher than previously expected
Unfortunately, clients can’t switch to a spousal benefit and allow their own retirement benefit to continue to grow until 70 for a few reasons.
The Democratic presidential candidate's proposals would have little effect on the taxes paid by those earning less than $400,000 a year
How half a year of quarantine has affected the financial services industry
Stress, employment concerns and market jitters have clients asking whether they are in good shape to stop working
Working from home during COVID-19 might not qualify for a tax break
The six-part online series is co-sponsored by the American Heart Association and qualifies for six continuing education credits
Taxing more earnings would improve the finances of the Social Security trust fund; it might also boost benefits
Focusing on benefit size rather than claiming age can improve outcomes
Public employees in about a dozen states, as well as federal employees under the old Civil Service Retirement System, do not participate in Social Security and are not subject to payroll taxes.
Existing tax laws, the CARES Act, and election year uncertainty make it wise to be generous now in support of extraordinary needs
