Year-end donations can help clients mitigate next year's tax bite.
On Thursday's <i>Breakfast with Benjamin</i> menu, the Government Accountability Office solves the riddle of the multimillion-dollar IRA. Plus: Oil stocks bounce on the Senate's Keystone 'no' vote, seniors can't wait for Social Security, and strippers pose a threat to the '1099 economy.'
Will federal program set an example for the private sector?
Outgoing Senate Finance Committee chair urges IRS, Treasury to step up.
Tips to help make 2014 less painful than 2013 for wealthy clients
Online database makes avoiding complicated tax savings a thing of the past.
Financial advisers doing end-of-the-year planning for clients must begin the work of reconciling the gains of the U.S. economy and financial markets with mutual fund and ETF capital gains that could increase those clients' tax liabilities.
Financial advisers should be urging their higher-income clients to come in for tax planning sessions.
New software takes headaches out of the bucket strategy
Contribution limits climb but not for IRAs
Social Security tools can't account for disability benefits, which opens up a great opportunity for advisers.
Separate rules for claiming benefits apply to divorced spouses, survivors.
Education campaign promotes working with financial advisers to optimize benefits.
To efficiently serve and protect clients that develop dementia, specific steps can be taken
Options can be handy tools for loss harvesting, but be careful you don't run afoul of the IRS
Software can make these labor-intensive strategies a breeze.
Midweek <i>Breakfast with Benjamin:</i> What's making dollar bulls cheer. Plus: Picking winners and losers in the net-neutrality fight, Goldman's coveted promotion cycle, Dems suddenly like the Keystone XL pipeline, and Tim Geithner ruffles the Europeans.
Bipartisan spirit could lead to movement on key initiatives, including small employer 401(k)s; state actions also possible.
New taxes, higher tax brackets call for some fancy footwork by advisers and accountants seeking to mitigate effects of tax law changes.
It'll be nearly 20 years before the trust fund runs out of surplus
