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How higher Medicare premiums affect Social Security benefits
One woman finds out the real reason why her Social Security check declined.
GAO report calls for more disclosure of managed accounts in 401(k)s
The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.
Who’s risk averse? Not Millennials
Concern that the future of the federal safety net for seniors is precarious and the ubiquity of 401(k)s are prompting those born from 1979 to 1996 to get an earlier start on saving than prior generations, And they're ending up in stocks.
Derivative basket options questioned
The Senate Permanent Subcommittee on Investigations has turned its attention to a derivative strategy that, from a tax…
What’s next for Robin Williams’ family?
Although he had 'bills to pay,' he put his real estate in a trust and appears to have provided for his children.
Advisers beware: Corporate inversions could mean higher tax bills for your clients
Companies moving abroad to avoid taxes — corporate inversions — could trigger capital gains and additional paperwork for clients.
Social Security: What professional women need to know
The right claiming strategy can significantly increase lifetime benefits
Creative claiming strategies increase Social Security benefits
A few important concepts can help clients bring in more during their retirement years.
Widower asks why he didn’t get survivor benefits
Blame it on family maximum limits, not sexism.
Women closing financial literacy gender gap
Despite gains, steep learning curve remains on investing and cash management.
Axing estate tax gains momentum in House
House Republicans want to vote on a bill to kill the estate tax --- for political gain if not for ultimate passage into law
Beware of the blind side
If your clients think Medicare will cover most, if not all, of their health care costs in retirement, they are sorely mistaken.
Health care costs can sink a retirement plan
Advisers need to get ahead of the 'other' retirement crisis and plan for likely expenses.
Succession planning doesn’t mean selling
Aging advisers need to ask themselves if selling their practice can fund their own retirements.
How to calculate Social Security’s maximum family benefit
Believe it or not, claiming benefits early sometimes makes sense.
Advisers embrace liquid alts to navigate Fed policy
Breakfast with Benjamin: Advisers go liquid to navigate Yellen Fed policy. Plus: Global stocks are loving the Fed's latest non-move, energy stocks ride high on the unrest in Iraq, an IRS excuse that the IRS would never accept from you, and political correctness has the Washington Redskins surrounded.
$1M is not what it used to be
When it comes to living comfortably in retirement, that target symbol of wealth is past its prime. How far will $1 million go when Millennials reach retirement age?
Obama pushes tighter border rules for U.S. companies trying to exit for tax purposes
On today's Breakfast with Benjamin menu, Pres. Obama pushes for tighter border rules for U.S. companies trying to exit for tax purposes, asset managers unprepared for a bear market, and more.
Clintons shine spotlight on tax strategy that splits a house in two
The qualified personal residence trust has enabled Bill and Hillary Clinton to save on estate taxes, but that doesn't mean it makes sense for everyone.
Barclays pushes back dark pool charges
On Friday's menu: Barclays hits back on dark pool charges. Plus: Seeing the markets through the eyes of regular investors, why young folks should embrace bear markets, discount retailers set to shine, another cheap swipe at mortgage interest deductions, and the SEC hasn't forgotten about those pesky high-speed traders.
