How to find undervalued stocks in a bull market. Plus, Bitcoin (yes, Bitcoin) gets legit; big investors licking their chops at BofA $8.5B settlement proposal; some good news for Madoff victims; and welcome back cap gain distributions. Curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.
This year's big stock market gains are forcing advisers to think about how to help their clients contend with a potentially stiff capital gains tax bite from mutual fund distributions.
Here's one way to use the drop in bond prices and the rise in other assets to your tax advantage. Caution: it's not for every investor.
Pension expert Mitchell calls program "best deal going."
Three big reports to hit the market, plus: Bitcoin spikes as euro takes a dive, Bernanke's prezzie to Yellen and advisers' big headache. Curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.
Plus: Deutsche Bank's new China ETF hottest launch since 2007
Federal deductions for individuals for state and local taxes, as well as R&D credits for businesses also on list.
Social Security employees are highly trained professionals who put the public's interest first.
Mary Beth Franklin dishes on how the Social Security Administration sends millions in benefits to deceased people...and how, in some cases, people who are very much alive are declared dead.
What to do when you get the wrong answer from SSA
Benefits depend on if you remarry and when.
Next week, the Bureau of Labor Statistics will issue the September Consumer Price Index report, the final piece of data that the Social Security Administration needs to plug into its annual cost of living adjustment formula. Social Security benefits — and the taxable wage base for workers — will be slightly higher next year as a result of the COLA.
Labor Department says CPI report will not be released next week.
They earn 8%-per-year delayed retirement credits plus annual COLAs
IRS also sets tax break for single filers at $5.25M