Tax

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Top questions about new Social Security claiming rules
RETIREMENT RETIREMENT PLANNING NOV 27, 2015
Top questions about new Social Security claiming rules

Mary Beth Franklin's virtual mailbag is bursting at the seams with questions from <i>InvestmentNews</i> readers about how new regulation will affect Social Security claiming strategies for current and future retirees. Here she offers some answers.

Advisers need to stay on top of tax game as IRS eyes audits for millionaires
RETIREMENT TAX NOV 20, 2015
Advisers need to stay on top of tax game as IRS eyes audits for millionaires

The tax collection agency may re-evaluate high-income taxpayers and expand to ultra high net-worth

RETIREMENT TAX NOV 20, 2015
Senate Finance Committee OKs changes to college savings plans

Senate committee to approve measure loosening rules for 529 plans.

How advisers can help lessen the impact of the alternative minimum tax
RETIREMENT TAX NOV 19, 2015
How advisers can help lessen the impact of the alternative minimum tax

High-earning clients likely to be caught up in the tax code's confusing alternate universe.

Financial markets brace for fallout from the Paris terror attacks
RETIREMENT EQUITIES NOV 16, 2015
Financial markets brace for fallout from the Paris terror attacks

<i>Breakfast with Benjamin</i>: The financial markets are likely to be swept up in the immediate unrest following Friday's terror attacks in Paris.

RETIREMENT RIAS NOV 13, 2015
How to avoid becoming a tax scam victim

<i>Breakfast with Benjamin:</i> After the big IRS data breach, few people probably trust the agency regarding data security. Nonetheless, it's offered a checklist of ways to avoid becoming a tax-scam victim.

When living on Social Security won't cut it
RETIREMENT RETIREMENT PLANNING NOV 13, 2015
When living on Social Security won't cut it

Insured Retirement Institute offers four pieces of advice to clients retiring on fumes.

RETIREMENT EMERGING MARKETS NOV 11, 2015
The foreign investment tax advisers should pay attention to

Taxes levied on foreign stock dividends can be recouped, but it makes most sense for high-net-worth clients with multimillion-dollar positions.

Software companies race to update Social Security advice
RETIREMENT RETIREMENT PLANNING NOV 11, 2015
Software companies race to update Social Security advice

Industry leaders ready with new guidance while others play catch up.

Cutting clients' tax liability becomes top of mind for advisers as tax season opens
RETIREMENT TAX NOV 10, 2015
Cutting clients' tax liability becomes top of mind for advisers as tax season opens

<i>InvestmentNews</i> webcast panel says charitable giving, mutual fund capital gains distributions and RMDs key issues to cover.

Michael Kitces breaks down the Social Security claiming changes
RETIREMENT RETIREMENT PLANNING NOV 10, 2015
Michael Kitces breaks down the Social Security claiming changes

This matrix details who is affected and which strategies are altered.

NBA's Tim Duncan files a second lawsuit against his financial adviser
RETIREMENT EQUITIES NOV 09, 2015
NBA's Tim Duncan files a second lawsuit against his financial adviser

<i>Breakfast with Benjamin</i>: The NBA star is claiming to have lost $1.1M by being invested in a bankrupt cosmetics company.

RETIREMENT RETIREMENT PLANNING NOV 09, 2015
BlackRock launches retirement income calculator

Platform, using the money manager's index and risk analytics, seeks to help advisers push clients to save more.

Advisers rethink retirement plans amid Social Security changes
RETIREMENT RETIREMENT PLANNING NOV 09, 2015
Advisers rethink retirement plans amid Social Security changes

Advisers will be looking for ways to make up for a retirement income shortfall.

RETIREMENT RETIREMENT PLANNING NOV 08, 2015
How to help as 2 Social Security claiming strategies exit

Advisers undoubtedly are going to have to deliver some bad news, but not delivering it would be even worse for clients.

Year-end tax planning strategies advisers should be considering
RETIREMENT TAX NOV 06, 2015
Year-end tax planning strategies advisers should be considering

With only two months left in the year, there are some tax strategies advisers should consider to reduce their clients' tax bills.

RETIREMENT FINTECH NOV 06, 2015
Technology can help advisers manage mutual fund capital gains taxes

Hit this year could be big as many client portfolios are down and funds project steep distributions.

Bill would give one-time extra Social Security payment to all recipients
RETIREMENT RETIREMENT PLANNING NOV 05, 2015
Bill would give one-time extra Social Security payment to all recipients

Sen. Elizabeth Warren, D-Mass., introduced legislation paying $581 to each person receiving retirement benefits to offset no cost of living adjustment in 2016.

Chinese stocks go from a sell to a buy just like that
RETIREMENT EQUITIES NOV 03, 2015
Chinese stocks go from a sell to a buy just like that

<i>Breakfast with Benjamin</i>: Emerging-markets fund manager who darted out of Chinese stocks at the best possible time is now moving back in.

Social Security strategies grandfathered for existing claimants
RETIREMENT RETIREMENT PLANNING OCT 30, 2015
Social Security strategies grandfathered for existing claimants

File and suspend available for six more months.