Claiming rules have evolved since 2015 Supreme Court decision.
Use these cheat sheets about rule changes to help clients claim benefits.
Despite longer waits and declining service, checks are safe - for now.
Wall Street Journal columnist notes health care resolution must come first, making any tax reform more distant.
There's only one way to ensure they get the full tax benefit of those contributions.
Limits could be placed on 401(k) contributions as a way to help pay for broad corporate and individual tax cuts, according to Brian Graff, head of the National Association of Plan Advisors.
Length of marriage, years since divorce and age of ex-spouses affect claiming options.
The House Republican approach kills investment-income levies, but the breadth of coverage could shrink.
Hope and expectations for both corporate and individual tax reform are running high among financial advisers, many of whom believe real progress can get done as early as this year.
A shrinking agency is targeting those it deems most likely to dodge their taxes.
Increase net income without adding risk by placing these typically tax-inefficient assets in retirement accounts.
Individual and corporate tax reform add uncertainty to staid market.
Staff denies some eligible applications for spousal benefits.
For many advisers, whether to charge on cash depends on how much time they are spending managing those assets. .
Working longer can allow continued contributions.
Says his name and likeness were undervalued at death; "What about Marilyn?" his attorneys ask
The new president wants to get rid of the tax, but details are sketchy, leaving estate-tax planning in limbo. <b><i>(More: <a href="http://www.investmentnews.com/article/20170205/FREE/170209957" target="_blank">Estate-tax flux could boost grantor trusts</a>)</b></i>
Working longer and postponing benefits can increase future payments.
