Each spouse gets one, but couples can exercise a combo strategy.
A quirk that splits Joan Rivers' state of residency and state of domicile catches estate planning experts' eyes.
More than 75% are clueless when it comes to drawing down income in their golden years.
Additional payroll taxes would bolster trust funds initially
About 52% of the collections reported by credit agencies are owed to hospitals and other medical providers. Advisers must stand ready to help negotiate claims and make sure medical debt doesn't wreck client credit reports.
How one single woman can potentially collect three types of Social Security benefits and rack up significant guaranteed retirement income.
Pre-retirement planning strategies help reduce tax impact from required minimum distributions.
On Thursday's <i>Breakfast with Benjamin</i>, adviser, Teddy bear collector and former New York Islanders co-owner gets jail time for major financial fraud. Plus: Congress is finally disapproving of Congress, the real 'slack' in the labor market, and realizing even more things are taxable than you thought.
Breaking down some key differences between ETFs and mutual funds so you can help clients avoid unpleasant surprises.
Higher limitations for contributions gives advisers a chance to remind clients to save.
California man acting as a financial adviser was sentenced to two years in prison for filing false tax returns.
When a parent retires, becomes disabled or dies, children can collect benefits.
House vote late Wednesday provides $42 million in temporary relieve to taxpayers but nothing for 2015.
Sometimes the best planning approach is to do nothing in an uncertain environment.
Even if an investor didn't sell shares in a fund this year, if a manager took profits or sold to meet redemptions, the investor shares in the tax burden.
House has the upper hand on the Senate over tax reform
Clients need more knowledge about health savings accounts and their potential role in helping fund health and retirement needs.
Striking a balance between saving for college and retirement is important, because emphasizing one over the other can ultimately jeopardize both.
With stocks up sharply since 2009, a lot of people have long-term capital gains in taxable portfolios and can make cost-effective tax moves by donating appreciated stock.
The latest on exemptions, exclusions and other key numbers to help you wade through this year's tax thicket
