Only people born on or before Jan. 1, 1954, have the right to file a restricted claim for spousal benefits.
The shutdown caused by the pandemic threw millions of people out of work, which cut into the FICA payroll taxes that fund Social Security payments
Advisers will need to act to help clients navigate what is potentially a looming financial crisis
Amendments to reduce the size of the levy and set an expiration date likely to be considered
Such rights can undermine protection from creditors, which is an important benefit of leaving assets in trust
Benefits and taxable wages will increase by one of the smallest amounts ever next year
if you receive a pension from a government job, including public school teachers in about a dozen states, your Social Security benefits may be reduced.
Advisers that serve clients currently living or planning a move overseas must investigate this often overlooked issue
Everyone wants to pay less in taxes, and financial advisers can help clients do that, legally
The hike Gov. Phil Murphy signed into law moved rates from 8.97% to 10.75% for $1 million-plus earners
The data in the New York Times story don’t necessarily show the president's business empire is heading into crisis, even if it’s carrying sizable debts
The lockdown has shown firms that they're not tied to one location
Despite changes in tax treatment, philanthropists increased support for nonprofits
The grandson is entitled to dependent benefits until he turns 18 or 19 if he is still in high school.
Doubleline Capital CEO tweets about possibly leaving his Los Angeles base amid 'incompetent governance'
The Democratic presidential nominee would convert retirement savings tax deferrals to tax credits
Companies are five times as likely to say they feel responsible for workers' financial wellbeing than seven years ago, a survey found
Although retirement benefits earn delayed credits for every year a worker postpones claiming them up until age 70, spousal benefits do not.
Mary Beth Franklin talks about the uncertainty around the Social Security trust fund and how advisers can help clients plan for that
Tax rate for those with incomes above $1 million will rise to 10.75% from 8.97%
