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.
How to minimize the chance of a late rollover.
A summary of the key components of the tax plans proposed by presidential candidates.
Plus: How Clinton and Trump won't save Social Security, more scrutiny for sales charges, and taking the 5% challenge.
Advisers to the rich are ready to take evasive action if Democrats make big gains in November.
Miniscule benefit hike won't protect seniors' buying power.
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..
Plus: Congress paves the road to becoming filthy rich, NextShares gains traction, and banking on a Clinton victory
Spouses can claim benefits when mate collects disability.
Small increase will create a Medicare nightmare as premium hikes will vary.
But increase would be seven times higher if pegged to Consumer Price Index for the elderly.
Plan would double to $2,000 per child the amount of the credit that's available to families of young children.
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="http://www.investmentnews.com/article/20160925/FREE/160929970/hillary-clinton-vs-donald-trump-who-are-you-voting-against" target="_blank">Advisers sound off about who, Hillary Clinton or Donald Trump, they are voting </i>against<i></a>)</b></i>
Reduced lifetime income will force many to spend bulk of benefits on health care.
Index tweak forces ETF providers to get creative.
Tactics were legal, but some debate his use of 'fiduciary' in defending them. <b><i>(More: <a href="//www.investmentnews.com/article/20160925/FREE/160929970/hillary-clinton-vs-donald-trump-who-are-you-voting-against"" target=""_blank"" rel="noopener noreferrer">Advisers sound off about who they are voting </i>against<i></a>)</b></i>
Long bull market, big outflows from active funds are the main culprits.
Should clients claim Social Security now to avoid a Medicare premium hike?
“This will seriously impact inheritances for many middle- and lower-income Americans,” said one adviser. <b><i>(More: <a href="//www.investmentnews.com/article/20160922/FREE/160929969/republican-lawmakers-attempt-to-stop-estate-tax-regulation" target=""_blank"" rel="noopener">Republican lawmakers attempt to stop estate-tax regulation</a>)</i></b>
Health-care costs are “the great unknown of retirement” for many advisers.
