There is no value to delaying Social Security beyond age 70 since delayed retirement credits end then.
Pandemic-induced gig work provides opportunities for tax savings
Two new audits reveal underpayments to certain groups of beneficiaries
Here are some strategies for clients eager to lock in tax-efficient financial decisions before year-end
The increase comes off a low base; in 2018, the agency audited only 140 partnership returns out of more than 4 million filed
Full retirement age for survivor benefits may be different than for retirement benefits depending on the birth year.
Divided government is what the financial markets want most
Even 50-50 Democratic control presents challenges for the president-elect
Survivor benefits are worth the maximum amount if they are collected at full retirement age.
Income brackets to be adjusted for inflation for high-income retirees next year
Survey finds that 55% of those who have worked remotely are unaware of the possible tax effects
There's a sense of relief that the extremes of both parties would be tamped down by a Biden presidency and a Republican Senate
There is a different rule for people who claim Social Security benefits before full retirement age.
Valliere, Gardner see a narrow Electoral College victory for the former vice president
A new administration could mean estate tax changes happen sooner than expected
The worsening outlook will likely trigger 401(k), Social Security reform
Someone who has been collecting Social Security for more than a year can't stop her benefits now, but she might be able to in the future.
The majority of workers affected by COVID-19 are pessimistic, a Wells Fargo study shows
Tax rates are more advantageous now for realizing compensation and capital gains than they likely would be after a hypothetical 'blue wave' election
A test in which the exchange temporarily moved its production servers out of New Jersey was successful, exec says
