Retiree benefits increase and so do taxes for high-income workers.
This tax filing season is going to be a little more complicated for freelancers and independent contractors who get health care subsidies.
In today's <i>Breakfast with Benjamin</i>, markets wonder if the Chinese yuan is the next shoe to drop. Plus: Notes on the default risk rising in China's dollar-denominated debt, President Obama's latest tax grab, and rolling 401(k) assets into a pension plan.
Hint: The magic age of 66 applies to exes, too.
Clients must contact SSA directly to get benefit estimates on ex's earnings.
<i>Breakfast with Benjamin:</i> Cheap oil draws interest in energy ETFs. Plus: Finding value under the hood of hedge funds, how to talk like a Wall Street guru, and get insurance or get ready for Obamacare taxes.
Higher-earning spouse wrongly believed she couldn't collect widow's benefit.
On the <i>Breakfast with Benjamin</i> menu today: Mohamed El-Erian breaks down the better-than-expected economic growth numbers. Plus: Warren Buffett's big year, gold investors are only starting to feel the hurt, and finding value where others only see tax-loss selling.
Many have significant savings but don't know how to make it last
Continued years of work in the private sector can ease the impact of benefit cuts on public workers.
New report from Morningstar casts doubt on the relative cost advantages of popular exchange-traded funds. And there is, of course, the Vanguard effect.
Specific returns clients earn on investments right around retirement disproportionately impact their lifetime outcomes.
Increasing high-yield exposure in an intermediate-bond portfolio may add return, but is risky
From charitable giving to capital gains and Roth conversions, ways to ease tax bills.
Popularity is rising among philanthropically inclined investors hoping to offset capital gains taxes.
Pre-retirement planning strategies help reduce tax impact from required minimum distributions.
Proposal would hike investment taxes — and impose a transaction fee — but cut taxes for households under $200,000 income.
Take steps to accelerate retirement plan contributions before the enactment of new limits, taxes and rules.
Paul Krugman is skeptical of the consensus for a rate hike. <i>Plus:</i> The risky downside of oil's slide, passive investing all the rage, Congress actually does something, Americans turn bullish.
