Convincing a client to delay taking Social Security may be a hard sell. But a little math shows why it's very good advice. IN's retirement expert, <b>Mary Beth Franklin</b>, runs the numbers for you.
A Tax Policy Center study has estimated that in 2015, Romney would need to eliminate $320 billion in tax breaks, or 30% of the total, to pay for his proposed 20% reduction in tax rates.
Election could be big loss for those with capital gains
President promises to shoot down bill extending Bush era tax cuts for wealthy; does not augur well for HNW clients
President Obama on Monday announced he wants to extend the Bush tax cuts for middle-income families -- for 12 months.
The latest Brinker Barometer survey shows that most advisers want this term to be Obama's last
A Virginia couple who donated their house to local firefighters for a training exercise can't deduct the property's value from their federal income taxes, a divided U.S. Tax Court has ruled
The answers can prove pivotal in setting up an investment program for clients, says professor
Founder of hedge fund firm Harbinger Capital Partners last year settled a probe by U.S. regulators by admitting improperly borrowing money from his fund to pay his personal taxes.
Even the Yankees, Sawx rivalry carries over to owners' prexy picks
Secret to getting the most money from Uncle Sam is like the secret of comedy: Timing
CPAs say uncertainty impedes proper estate planning, places undue burden on taxpayers
AIG boss Robert Benmosche has offered a radical yet simple solution to gaping shortfalls in government pension and medical programs. Push the retirement age back -- way back.
'Out of control' tax code needs to be updated for this century: Senator Max Baucus
A new survey shows the majority of advisers would like to see Mitt Romney elected President. But those same advisers also believe they're in the minority on that score.
