A phased extension of the full retirement age to 67 has changed claiming behavior, but not retirement, according to new research
Clients 66 and older can request a lump-sum payment and still earn bigger future benefits
Parents should consider putting partial refunds back into 529 accounts or applying it to fall tuition – unless students take a gap year
The plunge in oil prices is expected to eliminate any benefit increase for next year
The CEO sees taxes rising for individuals and companies, and predicted the corporate rate will be raised from the current 21% up to 28% or 29%
The economic slowdown resulting from COVID-19 will cut into the program’s revenue and boost its expenses
Amid the unprecedented economic disruption, independent contractor financial advisers are among the small business owners adversely impacted
During these challenging times, it is more important than ever that we protect and expand access to financial advice
Opportunity zone funds have taken in over $10 billion, and more than $3 billion of that was invested since January
Ed Slott discusses whether clients who already took required minimum distributions this year can put that money back in light of the CARES Act
The coronavirus recovery bill allows for the full deduction of your donation up to your adjusted gross income
Ed Slott clears up questions about how the CARES Act will affect required minimum distributions
Ed Slott offers some tax strategies for you and your clients to consider in 2020.
The latest estimate is unchanged from last year's, but it does not reflect the impact of the COVID-19 pandemic on the trust funds
A special rule allows benefits for those who have exceeded the annual earnings limit in their first year of retirement
Ed Slott separates fact from fiction about how the CARES Act will affect clients’ retirement savings
Report says lower trading costs will encourage advisers to use exchange-traded funds for niche asset allocations
The tax deadline has been moved to July, but that doesn’t necessarily mean clients should wait, Ed Slott says
The payments present opportunities for scams, identity theft and low-tech crimes such as stealing checks from mailboxes
The additional postponements cover trusts, estates and corporations, as well as individuals
