Gov. Chris Christie signed a bill to create a retirement plan marketplace for New Jersey businesses with fewer than 100 employees.
A new online quiz is tougher than it looks.
<i>Breakfast with Benjamin</i> The presidential hopeful's new “Fair Share Surcharge” to tax the wealthiest Americans would raise $150 billion over 10 years.
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.
The Social Security Administration still has not provided official guidance on coming changes.
Here's a break down of Congress' latest moves to adjust the tax code.
Leverage the changes to educate clients about what Social Security will provide and how much of their needs it covers.
Income-related premium hikes for 2016 confuse advisers, clients.
New Social Security rules will limit claiming options for ex-spouses.
Your clients have only a brief window to take advantage of certain Social Security claiming options under existing rules.
Now is the time to examine the repercussions of your standardized versus customized advice.
Unique pieces and changing market values complicate Tax Court determinations.
Permanent QCDs, expansions and enhancements let advisers plan ahead with certainty.
<i>Breakfast with Benjamin</i>: Why those claiming the junk bond market looks just like the start of the 2008 financial crisis are wrong.
Plus: You ain't seen lame until you've seen Congress next year, money manager M&A peaks, avoiding financial fraud, and how the rich get and stay rich
Advisers were pleasantly surprised by the tax package that will provide them more certainty when planing long-term for clients.
There are subtleties that could have big tax implications for clients.
One provision in the spending bill pushes out for two years the 40% levy on high-cost health insurance plans, known as the Cadillac tax, that was supposed to start in 2018.
Restricted application for spousal benefits is still key for married couples.
<i>Breakfast with Benjamin</i>: The bond market selloff has sparked fears that the Fed might not hike rates today.
