Crooks stole their benefits, but the victims received 1099s for reportable income.
Agency failed to tell survivors that they could switch to a higher retirement benefit later.
Following a change to the treatment of alimony, respondents said they expect divorce negotiations to become more acrimonious.
Some clients could profit from the spread between 2017 and 2018 tax rates.
Elimination of the tax break divorcees get for paying alimony gives them less incentive to be generous to their former spouse.
Lower tax rates make it more advantageous to fully fund pension plans, often a prerequisite to conducting a pension risk transfer.
Crooks stole their benefits, but the victims received 1099s for reportable income.
Setting up an online account is a first step in preventing fraud, but it's not foolproof.
Setting up an online account is a first step in preventing fraud, but it's not foolproof.
The new law may change the appropriate mix of tax-deferred and Roth contributions for clients.
The government will use an inflation measure that causes things like marginal income tax rates to rise more slowly.
But treatment of income from different sources can have unintended consequences.
Possible strategies include combining multiple businesses into a single entity.
Leadership style is a big factor in rallying unity to attain policy goals.
Picking the wrong date could cost you benefits or trigger penalties.
The investment adviser has joined forces with a Washington think tank, but their effort must overcome partisan gridlock.
Gifting depreciated assets to a spouse can yield a substantial benefit when doing tax-loss harvesting.
Advisers can put strategies in place now to make sure that there will be no hidden surprises this time next year.
Picking the wrong date could cost you benefits or trigger penalties.
The change may not be that big a deal for many clients, but they need to understand their options.
