Plus: Yellen toys with the markets again, don't make these four 401(k) mistakes, and a fun summer job
Plus: Hedge fund manager still raking in the big bucks, another Bernie Sanders gaff, and making sense of smart beta
Training programs available for various levels of experience and interest.
<i>Breakfast with Benjamin</i> Expensive and exclusive is no longer enough to automatically attract investors to hedge funds.
File and suspend's elimination doesn't mean advisers should put Social Security planning on the shelf.
Clients can file a protective form to protect their claiming rights.
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.
The Labor Department has just revealed its controversial new rule intended to raise investment advice standards on retirement accounts. Sign up for our webcast taking a deep dive into how the changes will affect your business. Register now for this free webcast <a href="https://home.investmentnews.com/clickshare/eventPurchase.do?CSProduct=investmentnews-event&CSEventId=1259"_blank">here</a>)</i></b>
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.
