When setting up trusts, strike a balance between considering future changes and setting clear parameters to prevent abuse
Employer generosity is important, but that's not the only key to successfully saving for retirement
Companies that are flush with cash have the wherewithal to provide the best in 401(k) savings to their workers, but that doesn't mean smaller retirement plans can't run effective plans.
There are two ways for beneficiaries to increase their benefits after initially claiming them. Find out how.
Have a client who — unbeknownst to you — filed for Social Security benefits early? Mary Beth Franklin unwraps the two ways for beneficiaries to increase their benefits after initially claiming them.
Normally, when you continue to work while collecting benefits before your full retirement age, you lose. But what happens when you reach 66?
Uneven recognition of same-sex marriage will make for a complicated tax year
A new tax environment means that not all charitable giving vehicles are equal. Find out how you can best reduce your gross income.
Don't celebrate just yet: financial planning pitfalls still abound
Retirement planning leaps ahead of investing, tax planning and estate planning as the top area in which couples require financial assistance
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.
Assets top $200 billion, up from $31 billion in 2006, as insurers lead the charge.
Obamacare may be off the debt ceiling agenda but for investors, there is an exchange-traded fund that holds all the businesses likely benefit. It's had a good run so is there still upside potential?
Pension expert Mitchell calls program "best deal going."
