Tax

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RETIREMENT RETIREMENT PLANNING NOV 15, 2016
New Social Security rules and divorce

Two sets of benefits exist for ex-spouses depending on their birth dates.

Where Donald Trump stands on top financial adviser issues
RETIREMENT REGULATION AND LEGISLATION NOV 11, 2016
Where Donald Trump stands on top financial adviser issues

From regulation to tax and entitlement reform, these are the central decisions that will affect financial planners and clients in the years to come.

RETIREMENT RETIREMENT PLANNING NOV 10, 2016
Adviser's Consultant: Adding value with tax services

What's useful for clients in terms of planning is also good for business development.

RETIREMENT TAX NOV 09, 2016
Heading to Canada? Consider the cost

Cross border financial planning can help, but it's super taxing to emigrate.

RETIREMENT REGULATION AND LEGISLATION NOV 09, 2016
Estate tax repeal no 'slam dunk' under Trump and Republican-held Congress

If Republicans were to win a repeal of the so-called death tax, contentious Treasury regulations on business valuation discounts would also disappear.

RETIREMENT RETIREMENT PLANNING NOV 07, 2016
Where will Medicare costs go in 2017?

There are some variables under clients' control that they can use to bring down their total Medicare costs.

RETIREMENT RETIREMENT PLANNING NOV 02, 2016
Advisers still baffled by key rule changes to Social Security claiming strategies

One year after the Bipartisan Budget Act of 2015 was signed into law on Nov. 2, advisers and clients still brushing up on new rules.

RETIREMENT RETIREMENT PLANNING OCT 30, 2016
New path for resolving late RIA rollovers

How to minimize the chance of a late rollover.

RETIREMENT TAX OCT 30, 2016
Despite contrasts, neither Donald Trump nor Hillary Clinton's tax plan challenges existing regime

A summary of the key components of the tax plans proposed by presidential candidates.

RETIREMENT RIAS OCT 27, 2016
Janus in a double whammy as assets flee and revenue drops

Plus: How Clinton and Trump won't save Social Security, more scrutiny for sales charges, and taking the 5% challenge.

RETIREMENT TAX OCT 25, 2016
Tax planning for the wealthy gets more difficult under a Clinton presidency

Advisers to the rich are ready to take evasive action if Democrats make big gains in November.

RETIREMENT RETIREMENT PLANNING OCT 24, 2016
Big gap between Social Security cost-of-living adjustment and retiree inflation

Miniscule benefit hike won't protect seniors' buying power.

RETIREMENT PRACTICE MANAGEMENT OCT 21, 2016
Help clients manage tax payments during the year

Tax projections at this time of year will tell individuals their total tax liability for 2016, but that doesn't necessarily mean it all has to be paid before the end of the year..

RETIREMENT RETIREMENT PLANNING OCT 18, 2016
Divorce might be the worst financial plan of all

Plus: Congress paves the road to becoming filthy rich, NextShares gains traction, and banking on a Clinton victory

Coordinating Social Security disability and retirement benefits
RETIREMENT RETIREMENT PLANNING OCT 18, 2016
Coordinating Social Security disability and retirement benefits

Spouses can claim benefits when mate collects disability.

Social Security cost-of-living adjustment expected to be lowest ever
RETIREMENT RETIREMENT PLANNING OCT 18, 2016
Social Security cost-of-living adjustment expected to be lowest ever

Small increase will create a Medicare nightmare as premium hikes will vary.

Small Social Security cost-of-living adjustment likely for 2017
RETIREMENT RETIREMENT PLANNING OCT 18, 2016
Small Social Security cost-of-living adjustment likely for 2017

But increase would be seven times higher if pegged to Consumer Price Index for the elderly.

RETIREMENT TAX OCT 11, 2016
Hillary Clinton proposes expanding child tax credit

Plan would double to $2,000 per child the amount of the credit that's available to families of young children.

RETIREMENT RETIREMENT PLANNING OCT 07, 2016
Follow the presidential debate with InvestmentNews #INDebate16

Join the conversation with IN's senior Washington reporter, Mark Schoeff Jr., and your adviser peers on Twitter during the presidential debate at 9 p.m. ET Sunday using <b>#INDebate16</b>. <b><i>(More: <a href=&quot;http://www.investmentnews.com/article/20160925/FREE/160929970/hillary-clinton-vs-donald-trump-who-are-you-voting-against&quot; target=&quot;_blank&quot;>Advisers sound off about who, Hillary Clinton or Donald Trump, they are voting </i>against<i></a>)</b></i>

RETIREMENT RETIREMENT PLANNING OCT 06, 2016
Most women claim Social Security early

Reduced lifetime income will force many to spend bulk of benefits on health care.