Social Security benefits for a nonworking spouse are available based on their partner’s earnings record. How much can they get? Read on to find out
Gender lens investing is poised to give advisers an edge as ESG assets soar, but there are certain steps they need to take. Read on to find out more
The SECURE Act has several provisions with a favorable impact on annuities. Find out what this legislation means for annuity providers and retirees
Deciding whether a pension buyout suits your client entails careful assessment of several factors. We’ll walk you through each in this guide
Business owners are only eligible for a pass-through deduction if their income is below a certain threshold. However, there are ways to qualify by reducing their taxable income
Taxes on gold can be complicated and costly, but there are tax-efficient ways to participate in the gold market. Find out how in this article
The TCJA enacted major changes on what expenses investors can claim on their tax returns. Find out which portfolio management fees are tax-deductible
The TCJA eliminated the tax deductibility of most portfolio fees. So, when are investment management fees tax deductible? Read on and find out
