Displaying 2691 results
Protecting vulnerable aging clients
Securities industry faces incalculable risks that require rigorous internal controls to manage relationships with aging investors
Japan bumps China off the mountain as top holder of U.S. debt
Breakfast with Benjamin: Japan takes over as America's biggest creditor but China is right behind. Plus: More banks abandon student loan biz, Colorado's weed tax bummer, and where banking is still beyond at least 2 billion people.
Hidden tax benefits of continuing care retirement communities
Advisers planning for the long-term-care needs of clients should seriously consider the potential tax savings that come with these communities.
Hillary Clinton goes after Wall Street
Breakfast with Benjamin: Hillary Clinton goes after the financial industry, taking issue with CEO compensation.
Hidden tax benefits of Continuing Care Retirement Communities
Advisers planning for the long-term-care needs of clients ought to seriously consider the potential tax savings that come with continuing care retirement communities.
How to perfectly time your clients’ Medicare enrollment
Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices
The cruelest month: IRS doesn’t mess around in April
Tax-time publicity, such as for prosecuting fraud, reminds the public of the agency's enforcement muscle.
Not all loan interest is created equal
There's a lot of misunderstanding regarding the rules on deducting the interest paid on a loan.
More companies than ever avoid paying taxes
A record 54 companies in the S&P 500 are now at least partially exempt from the corporate income tax, more than twice the number four years ago.
Want to change tax policy? Two powerful senators want to hear from you
Senate leaders are asking the public to add their ideas for overhauling the code to the bipartisan debate.
Tax deductions even the professionals miss
Here are the six itemized deductions that people tend to miss most, from relocation expenses to summer camps.
Use tax time to focus on retirement
This time of year is perfect for getting clients to contribute to their nest eggs and save on taxes
Lifetime retiree health care cost projections up 6.5%
Average costs could exceed Social Security benefits in the future.
Help clients navigate new landscape
Continued work - sometimes in a new field - is becoming the norm and requires planning
Income spike can reduce Social Security benefits
Blame the temporary reduction on higher Medicare premiums.
Tax season a nightmare for gay couples
Supreme Court decision could help but it will be too late.
Four strategies to boost Social Security benefits
Financial advisers can help clients make the most of their benefits by considering key details about their age, marital status and work history.
Stop guesstimating, or worse, ignoring, your clients’ health care costs in retirement
Software is available that gives advisers a fighting chance of determining long-term care costs and the need for insurance.
Consider these tax consequences when splitting assets in a divorce
With divorce filings high at the start of a new year, brush up on tax and other implications of marriage dissolution.
Charitable IRA rollovers and what you’re missing, thanks to Congress
Every two years since 2006, Congress has renewed the charitable IRA rollover, a valuable tax planning tool, but financial advisers and donors are never sure if it will happen.
