Tax

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Gloom overshadows Wall Street, but some economists still see a September rate hike
RETIREMENT EQUITIES AUG 25, 2015
Gloom overshadows Wall Street, but some economists still see a September rate hike

<i>Breakfast with Benjamin</i>: Despite the mood on Wall Street getting downright gloomy, some economists still think the Fed will raise interest rates next month.

RETIREMENT EQUITIES AUG 19, 2015
The Fed's quantitative easing experiment gets a failing grade

<i>Breakfast with Benjamin:</i> A Fed official put some of the central bank's post-financial crisis actions under a magnifying glass and found they have done little to boost the economy.

Delaying Social Security may boost Medicare costs
RETIREMENT RETIREMENT PLANNING AUG 19, 2015
Delaying Social Security may boost Medicare costs

Clients who elected to file and suspend their Social Security benefits will be hit with a big Medicare Part B increase next year but don't panic. Delaying is still a good strategy.

Then and now: A look back at Social Security's 80-year history
RETIREMENT RETIREMENT PLANNING AUG 18, 2015
Then and now: A look back at Social Security's 80-year history

The program's anniversary underscores its crucial role in retirement security.

RETIREMENT TAX AUG 18, 2015
Wealthy want more than a tax break from charitable donations

Wealthy Americans think more strategically about their charitable gifting than one might expect. About three-quarters of donors in a new survey said driving forces included an interest in lowering capital gains taxes or being able to give more to charities by using donor advised funds.

RETIREMENT RETIREMENT PLANNING AUG 13, 2015
Oil needs to keep falling to find its supply balance

<i>Breakfast with Benjamin:</i> An expected drop in crude prices to $30 to $40 a barrel this fall might not be enough to balance global oil markets.

Double whammy: Potential lack of COLA could mean higher Medicare premiums
RETIREMENT OPINION AUG 13, 2015
Double whammy: Potential lack of COLA could mean higher Medicare premiums

If there's no Social Security cost-of-living adjustment, advisers will need to plan for significantly higher health costs for some clients.

Don't wait till year-end to offer tax tips to high-net-worth clients
RETIREMENT PRACTICE MANAGEMENT AUG 12, 2015
Don't wait till year-end to offer tax tips to high-net-worth clients

Advisers should take action now and proactively suggest tax-management strategies to clients rather than waiting for them to approach you.

RETIREMENT EQUITIES AUG 12, 2015
Which presidential candidate is most like you

Social Security makes the Republican presidential debate
RETIREMENT RETIREMENT PLANNING AUG 10, 2015
Social Security makes the Republican presidential debate

Christie promotes reform plan while Huckabee defends the program.

RETIREMENT TAX AUG 05, 2015
Advisers busy revising plans one year after Supreme Court guaranteed gay marriage rights

Reworking documents aimed at protecting loved ones is the top planning duty with newly married couples.

RETIREMENT TAX AUG 05, 2015
Trump tax plan takes a page from other Republicans

Eliminates carried-interest deduction, reduces top bracket on wealthiest Americans.

Social Security cost-of-living adjustment unlikely for 2016
RETIREMENT RETIREMENT PLANNING AUG 05, 2015
Social Security cost-of-living adjustment unlikely for 2016

High-income retirees could see net benefits decline as their Medicare premiums rise.

Puerto Rico's default could ripple through average Americans' portfolios
RETIREMENT EQUITIES AUG 03, 2015
Puerto Rico's default could ripple through average Americans' portfolios

<i>Breakfast with Benjamin</i>: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?

Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed
RETIREMENT EQUITIES JUL 31, 2015
Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed

Pandering move says plenty about the candidate and her economic sense.

MLPs yield headaches for advisers who bought them for income
RETIREMENT ALTERNATIVES JUL 30, 2015
MLPs yield headaches for advisers who bought them for income

Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.

Obamacare stands, solidifying health care planning
RETIREMENT RETIREMENT PLANNING JUL 24, 2015
Obamacare stands, solidifying health care planning

Supreme Court rules that U.S. tax subsidies are legal for all health insurance exchanges, allowing for more long-term financial planning.

Dealing with Medicare as an expat: When and how to enroll
RETIREMENT RETIREMENT PLANNING JUL 22, 2015
Dealing with Medicare as an expat: When and how to enroll

The right strategy will help clients avoid penalties that can last a lifetime.

Social Security as a backup plan for single filers
RETIREMENT RETIREMENT PLANNING JUL 22, 2015
Social Security as a backup plan for single filers

Claim early if you need to; suspend later if you can afford it.

RETIREMENT EQUITIES JUL 21, 2015
Tech stock rally knocked cold

<i>Breakfast with Benjamin:</i> Earnings season started out strong but weak numbers from bellwethers like Apple are slamming the brakes on the market's rally. Buckle up.