But watch out: The range of advice issued by local offices and hotline operators has been very inconsistent.
Nobody likes paying taxes, but long-term capital gains rates are favorable compared with other tax treatments.
These plans are capable of generating significant wealth because they allow assets to compound tax-free over time.
Last year's Supreme Court ruling was a mixed bag for some married gay couples. Some had less trouble filing state taxes, while others had a higher tax bill.
<i>Breakfast with Benjamin</i> Why one analyst predicts the precious metal will hit $3,000 an ounce over the next three years.
Mandatory payouts from savings plans may trigger new taxes.
Advisers should put behavioral finance techniques to work when nudging clients to use tax refunds appropriately.
Remaining claiming strategy offers eight more years of creative options for some clients.
Ready or not, Social Security claiming rules change on April 30.
As confusion over filing rules continues, some complaints about false information emerge.
The tax advantages might not be worth it.
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Their offices are abuzz on Saturdays, and regular planning meetings with clients and prospects are put off until after the April 18 filing deadline.
Republican presidential nominee is a foe of regulation and has offered a tax plan that could appeal to advisers.
Claiming benefits early may make sense when kids are involved.
Some Social Security beneficiaries must wait an additional year for full payment.
<i>Breakfast with Benjamin</i> Investors assuming they will be able to continue working well beyond normal retirement age doesn't mesh with a frequent reality.
April 29 deadline applies only to file-and-suspend strategy, not spousal benefits.
<i>Breakfast with Benjamin</i> An estimated 70 million Americans will wager $9.2 billion this year through March Madness office pools, but keep in mind that any winnings are taxable.
Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously
