Reviewing key deadlines with a group of friends
New analysis quantifies the effect on Medicare premiums and Social Security benefits.
New law may spur some real estate investment trusts to convert to C corps
Survey found many clients would switch advisers to get claiming advice.
Workers are less confident about the role Social Security will play in their retirement, EBRI survey shows.
The agency's challenges mean confusion surrounding tax reform isn't likely to be cleared up any time soon.
Ensure your clients' individual retirement accounts are set for 2018
IRS has yet to fully parse all parts of the Tax Cuts and Jobs Act, which could affect how much in taxes clients owe for 2018.
In some cases, dependent children are eligible for Social Security based on their retired, disabled or deceased grandparent's benefits.
10.2% of New Jersey residents will pay more taxes after tax reform, as will 9.4% of Maryland residents.
10.2% of New Jersey residents will pay more taxes after tax reform, as will 9.4% of Maryland residents.
Not all investments belong in a 401(k).
Changes like tax reform give you an opportunity to educate and provide value to the public.
The Goldman donor-advised fund is the fastest-growing charity in the U.S.
The Goldman donor-advised fund is the fastest-growing charity in the U.S.
Low inflation combined with rising Medicare costs threaten the adequacy of seniors' income.
Multiple regulations complicate claiming decision for an adviser and his widowed client.
Groups seek to restore deductibility for advisory fees and expand eligibility for pass-through benefits
With fewer taxpayers affected by the federal estate tax, the demand for estate planning is diminished.
Low inflation combined with rising Medicare costs threaten the adequacy of seniors' income.
