As the Social Security Administration's appointment backlog builds, consider filing online.
Mary Beth Franklin's virtual mailbag is bursting at the seams with questions from <i>InvestmentNews</i> readers about how new regulation will affect Social Security claiming strategies for current and future retirees. Here she offers some answers.
The tax collection agency may re-evaluate high-income taxpayers and expand to ultra high net-worth
Senate committee to approve measure loosening rules for 529 plans.
High-earning clients likely to be caught up in the tax code's confusing alternate universe.
<i>Breakfast with Benjamin</i>: The financial markets are likely to be swept up in the immediate unrest following Friday's terror attacks in Paris.
<i>Breakfast with Benjamin:</i> After the big IRS data breach, few people probably trust the agency regarding data security. Nonetheless, it's offered a checklist of ways to avoid becoming a tax-scam victim.
Insured Retirement Institute offers four pieces of advice to clients retiring on fumes.
Taxes levied on foreign stock dividends can be recouped, but it makes most sense for high-net-worth clients with multimillion-dollar positions.
Industry leaders ready with new guidance while others play catch up.
<i>InvestmentNews</i> webcast panel says charitable giving, mutual fund capital gains distributions and RMDs key issues to cover.
This matrix details who is affected and which strategies are altered.
<i>Breakfast with Benjamin</i>: The NBA star is claiming to have lost $1.1M by being invested in a bankrupt cosmetics company.
Platform, using the money manager's index and risk analytics, seeks to help advisers push clients to save more.
Advisers will be looking for ways to make up for a retirement income shortfall.
Advisers undoubtedly are going to have to deliver some bad news, but not delivering it would be even worse for clients.
With only two months left in the year, there are some tax strategies advisers should consider to reduce their clients' tax bills.
Hit this year could be big as many client portfolios are down and funds project steep distributions.
Sen. Elizabeth Warren, D-Mass., introduced legislation paying $581 to each person receiving retirement benefits to offset no cost of living adjustment in 2016.
<i>Breakfast with Benjamin</i>: Emerging-markets fund manager who darted out of Chinese stocks at the best possible time is now moving back in.
