The Social Security Administration's file-and-suspend guidance injects some confusion regarding the choice between survivor and retirement benefits.
While a QCD can provide a real tax benefit to some IRA owners, in most cases keeping the RMD and giving appreciated securities to charity will be a better tax strategy.
Improvements to some plans include lower fees and an added layer of investment consultants.
<i>Breakfast with Benjamin</i> Is it time to start hedging the risk that Congress might renege on its Roth promise?
Benefits may be reduced if you claim before 66 and continue to work.
A look at White House hopefuls' positions on issues impacting financial advice.
<i>Breakfast with Benjamin</i> When it comes to mutual funds, it's important to understand the difference between tax efficiency and after-tax returns.
April 29 deadline looms for those who want to take advantage of current rules.
Advisers should be considering a “re-characterization,” or undoing, of clients' Roth conversions, which essentially converts the Roth money back to pre-tax money.
<i>Breakfast with Benjamin</i> The collapse of alternative investments platform Aequitas Capital Management continues to unfold, while investors and advisers are kept in the dark.
<i>Breakfast with Benjamin</i> The lessons that were learned from the August 24th flash crash.
But the Social Security Administration still has no guidelines for file-and-suspend deadlines.
<i>Breakfast with Benjamin</i> His proposed financial-transaction taxes would supposedly collect tens of billions, and Wall Street would likely pay for a lot of the free stuff he hopes to offer as president.
Michael Kitces explains how the president's fiscal 2017 budget affects retirement, estate and other tax law.
Here are a few scenarios that can help you guide your clients' decisions.
Having problems trying to file and suspend before deadline? You're not alone.
Other advisers can take a page from the the firm's action plan.
For many retirees, the conventional way of thinking may not be the most tax-efficient.
New software helps advisers maximize spendable income for clients.
Guidance for plan sponsors on how to motivate employees to get beyond their 401(k) inertia
