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.
<i>Breakfast with Benjamin</i>: The price freefall is getting uglier, and OPEC isn't the only culprit. Don't overlook the U.S. impact.
<i>Breakfast with Benjamin:</i> The last two weeks of the year typically ushers in the Santa Claus rally in stocks but this year, there's a big obstacle in the way.
Thinking around bequests shifts as capital gains tax and estate tax exemption rise
Keeping track of technology goes beyond keeping up on the trends for advisers. Pay heed to these simple tax strategies to save a few dollars.
The Vermont senator proposed lifting the cap on taxable income for the program.
Fund names can be deceiving and when outflows hit, distributions are unavoidable.
This year's spike in equity market volatility creates fertile ground for the strategy. Plus, check out our <a href="//www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015"" target=""_blank"" rel="noopener noreferrer">special report on tax and estate planning</a>.
Start with investments, but don't forget the overall impact on portfolios and financial plans. </br><b><i>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015" target="_blank">The Spotlight on Tax and Estate Planning special report</a>)</b></i>
Once you recover from the shock of learning that the most valuable Social Security claiming strategies are being phased out, take steps to turn this game-changing event into an opportunity by connecting with clients.
Mutual fund outflows can spell capital gains disaster and this year, some funds with low turnover are reporting sizable capital gains distributions as managers sell securities to meet investor withdrawals.
<i>Breakfast with Benjamin</i>: The trend of redemptions could mark a turning point for pricey hedge fund strategies that sometimes underperform.
Zuckerbergs' generous philanthropic announcement may spark client conversations about donating time and money, which research shows can boost retiree fulfillment.
As the Social Security Administration's appointment backlog builds, consider filing online.
