<i>Breakfast with Benjamin</i>: Carl Icahn's smooth move to try and halt corporate inversions in the name of tax patriotism is, naturally, also pretty good for his own portfolio.
Bipartisans in Congress &mdash; as well as business and labor groups &mdash; are coalescing to try to stop a tax on high-premium health care plans.
Short-sighted remedy is like 'prescribing a lobotomy for a headache'.
Widows and widowers can repay benefits and collect higher amounts later.
One strategy may protect you from higher premiums in 2016; the other won't.
New survey finds advisers can play crucial role in maximizing clients' benefits.
The presidential candidate also would eliminate so-called “carried interest” that allows private equity and hedge fund partners to pay capital gains taxes rather than ordinary income taxes on their share of fund profits.
Exhaustion of disability trust fund in 2016 should force discussion of long-term financing issues.
Compared with today's two-tier system &mdash; a 43.4% top rate for assets held less than a year and 23.8% beyond that &mdash; the proposal by the Democratic presidential front-runner would create a six-rate structure for capital gains for high-income households.
Social Security recipients will not receive a benefits boost next year mostly because low gasoline prices have kept inflation too low to spark an automatic cost-of-living adjustment, the government announced.
<i>Breakfast with Benjamin</i> The Democratic candidate proposes new fees for taking investment risks, because taking investment risks aren't risky enough already, or something like that.
The IRS is revising the rules related to valuing interests in family-controlled partnerships
DOL fiduciary rule, taxes and Social Security are all prime subjects for discussion as five contenders look for opportunities to stand out.
Six areas in which planning for couples with a wide age difference may require different financial advice.
Every year, Americans give up thousands of dollars of income by filing for Social Security benefits too early. New study finds a third of people who file early had enough assets in IRAs to make up for two years of Social Security checks.
2016 will mark the third time that seniors have received no increase in Social Security benefits since automatic COLAs were enacted by Congress in 1975. The first two times were in 2010 and 2011.
You must be single to collect spousal benefits on an ex.
Remarriage at age 60 or later preserves the right to survivor benefits.
<i>Breakfast with Benjamin</i>: If you thought 2014 was a rough year for mutual fund capital gains taxes, you might want to start adjusting those portfolios to avoid a repeat.
Plus: Goldman's Cohen says don't chase high-dividend stocks, university endowments become hedge funds, and companies are taking the carbon tax threat seriously
