Philanthropy has its advantages.
Some advisers rely on the Affordable Care Act to insure themselves and employees, and now fear that it could be repealed or substantially changed.
Plus, the strategy can help reduce required minimum distributions and cut taxes.
Two sets of benefits exist for ex-spouses depending on their birth dates.
From regulation to tax and entitlement reform, these are the central decisions that will affect financial planners and clients in the years to come.
What's useful for clients in terms of planning is also good for business development.
Cross border financial planning can help, but it's super taxing to emigrate.
If Republicans were to win a repeal of the so-called death tax, contentious Treasury regulations on business valuation discounts would also disappear.
There are some variables under clients' control that they can use to bring down their total Medicare costs.
One year after the Bipartisan Budget Act of 2015 was signed into law on Nov. 2, advisers and clients still brushing up on new rules.
How to minimize the chance of a late rollover.
A summary of the key components of the tax plans proposed by presidential candidates.
Plus: How Clinton and Trump won't save Social Security, more scrutiny for sales charges, and taking the 5% challenge.
Advisers to the rich are ready to take evasive action if Democrats make big gains in November.
Miniscule benefit hike won't protect seniors' buying power.
Tax projections at this time of year will tell individuals their total tax liability for 2016, but that doesn't necessarily mean it all has to be paid before the end of the year..
Plus: Congress paves the road to becoming filthy rich, NextShares gains traction, and banking on a Clinton victory
Spouses can claim benefits when mate collects disability.
Small increase will create a Medicare nightmare as premium hikes will vary.
But increase would be seven times higher if pegged to Consumer Price Index for the elderly.
