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House approves bill easing 529 plan rules
Families may get to pay for computers again with these popular college savings accounts.
Stephanie Kelton comes to Washington after ruffling feathers in adviser community
Self-styled 'Deficit Owl' believes government can spend as much as needed to spur economic growth, get to full employment.
How to get workers to chip in more money toward HSAs
Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.
Obama backs off 529 college savings plan proposal
Issue becomes distraction from president's broader plan to expand and simplify tax breaks for education
Obama’s capital gains tax plan: What it boils down to for you and your clients
Three potential financial planning issues you might have to handle if president's proposal becomes law.
Obama seeks overhaul of corporate tax system
In budget proposal, president to offer companies system they have sought but on less favorable terms.
Clients may need hand-holding this tax season
The IRS should re-examine its budgetary priorities and direct more of its shrinking resources to taxpayer guidance and assistance
FSI to zero in on state advocacy this year
Group set to launch lobbying days in Florida, Texas, New York and California.
Recent Supreme Court case offers lessons for managing inherited IRAs
Inherited IRAs being impacted by bankruptcy is a remote event, but advisers and clients should still be prepared
Two new Social Security books to add to your go-to list
Add one to your bookshelf and refer clients to the other.
Retirement crisis is real and getting worse: Study
More than half of U.S. households don't have enough saved for retirement, Center for American Progress finds.
Little incentive to use 529 plans under Obama proposal
College planning would change under president's reforms to education tax code.
2014 stock market rally pays off for charitable giving
The markets giveth, and keep on giving
The next thing to worry about: Investor overconfidence
In Friday's Breakfast with Benjamin, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.
Obama’s tax proposals fall short
Some of the president's tax plans likely will give nightmares to the clients of financial advisers.
TurboTax raises prices and the tax-prep software battle is on
But comparing the three market leaders — TurboTax, TaxACT and H&R Block — isn't easy.
Weighing a Plan B in estate planning in light of Obama’s proposed tax overhaul
President Barack Obama’s proposed tax plan has ignited a new conversation among tax experts on which possible strategies…
Good looks aren’t everything, but it might help you attract more assets
In today's Breakfast with Benjmain, looks might help money managers land more assets, but they also tend to underperform. Plus: Darryl Strawberry's contract balance goes to the highest bidder, Florida investment manager charged with bilking $17M from clients, and a hedge fund manager uses proper etiquette after losing his clients' money.
Former Edward Jones rep accused of stealing from a disabled client
Plus the rest of Tuesday's Breakfast with Benjamin: Daniel Thibeault's missteps make the case for due diligence, U.S. economy magically defies gravity among global economies, and tax strategies that it isn't too late to employ
Tax pain on the way for active funds with big capital gains
Six years into the bull market, losses booked from the financial crisis have all been used up.