Tax

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Adjusting Social Security claiming strategies for new rules
RETIREMENT RETIREMENT PLANNING FEB 11, 2016
Adjusting Social Security claiming strategies for new rules

Here are a few scenarios that can help you guide your clients' decisions.

Some local Social Security Administration offices refuse to process benefit applications
RETIREMENT RETIREMENT PLANNING FEB 08, 2016
Some local Social Security Administration offices refuse to process benefit applications

Having problems trying to file and suspend before deadline? You're not alone.

Merrill Lynch launches Social Security claiming tool
RETIREMENT RETIREMENT PLANNING FEB 08, 2016
Merrill Lynch launches Social Security claiming tool

Other advisers can take a page from the the firm's action plan.

How to manage tax-efficient drawdowns in retirement
RETIREMENT RETIREMENT PLANNING FEB 04, 2016
How to manage tax-efficient drawdowns in retirement

For many retirees, the conventional way of thinking may not be the most tax-efficient.

Retirement income hit with highest effective tax rates
RETIREMENT RETIREMENT PLANNING FEB 04, 2016
Retirement income hit with highest effective tax rates

New software helps advisers maximize spendable income for clients.

RETIREMENT RETIREMENT PLANNING JAN 31, 2016
The next big thing in retirement advice

Guidance for plan sponsors on how to motivate employees to get beyond their 401(k) inertia

Gov. Christie signs bill to create retirement plan marketplace for small businesses
RETIREMENT RETIREMENT PLANNING JAN 28, 2016
Gov. Christie signs bill to create retirement plan marketplace for small businesses

Gov. Chris Christie signed a bill to create a retirement plan marketplace for New Jersey businesses with fewer than 100 employees.

Test your knowledge about upcoming Social Security changes
RETIREMENT RETIREMENT PLANNING JAN 28, 2016
Test your knowledge about upcoming Social Security changes

A new online quiz is tougher than it looks.

RETIREMENT ALTERNATIVES JAN 28, 2016
Hillary Clinton ups the ante with new plans to tax the rich

<i>Breakfast with Benjamin</i> The presidential hopeful's new &#8220;Fair Share Surcharge&#8221; to tax the wealthiest Americans would raise $150 billion over 10 years.

RETIREMENT TAX JAN 21, 2016
World leaders hid wealth via shell companies: report

Leaked files from a Panama law firm that creates shell companies show that politicians, criminals and celebrities worldwide have used banks and shadow companies to hide their finances, according to a new report.

RETIREMENT RETIREMENT PLANNING JAN 20, 2016
Social Security claiming questions persist

The Social Security Administration still has not provided official guidance on coming changes.

What the latest tax extenders renewal means for your clients
RETIREMENT REGULATION AND LEGISLATION JAN 19, 2016
What the latest tax extenders renewal means for your clients

Here's a break down of Congress' latest moves to adjust the tax code.

RETIREMENT RETIREMENT PLANNING JAN 17, 2016
Social Security changes reveal a knowledge gap advisers can fill

Leverage the changes to educate clients about what Social Security will provide and how much of their needs it covers.

Medicare surcharge letters dampen holiday spirits
RETIREMENT RETIREMENT PLANNING JAN 15, 2016
Medicare surcharge letters dampen holiday spirits

Income-related premium hikes for 2016 confuse advisers, clients.

Gray divorce boosts poverty level for women
RETIREMENT RETIREMENT PLANNING JAN 08, 2016
Gray divorce boosts poverty level for women

New Social Security rules will limit claiming options for ex-spouses.

New Social Security service connects advisers, clients with filing experts
RETIREMENT RETIREMENT PLANNING JAN 06, 2016
New Social Security service connects advisers, clients with filing experts

Your clients have only a brief window to take advantage of certain Social Security claiming options under existing rules.

RETIREMENT TAX JAN 04, 2016
Tax planning and the law of unintended consequences

Now is the time to examine the repercussions of your standardized versus customized advice.

RETIREMENT TAX JAN 04, 2016
Art and death taxes: Not so certain

Unique pieces and changing market values complicate Tax Court determinations.

Newly improved retirement tax rules
RETIREMENT TAX JAN 04, 2016
Newly improved retirement tax rules

Permanent QCDs, expansions and enhancements let advisers plan ahead with certainty.

RETIREMENT EQUITIES DEC 30, 2015
The junk-bond correction is not the next financial crisis

<i>Breakfast with Benjamin</i>: Why those claiming the junk bond market looks just like the start of the 2008 financial crisis are wrong.