New IRS rules mean that wealthy clients need more tax-planning guidance.
Going into the Dalton Review program, I was afraid I would be tripped up by complicated mathematical computations involving Greek letters that I couldn't identify. But I never thought I would stumble in my area of expertise: Social Security. Wrong! It seems that too much knowledge can be a dangerous thing. I answered several questions incorrectly when confronted with sample test questions on the subject.
It is one of a package of tax breaks which expired at the end of the year that the Senate Finance Committee has voted to extend.
Confusion remains over who ensures the contract purchase meets Treasury's guidelines.
<i>Breakfast with Benjamin</i>: Oil stocks are starting to attract investors seeking safety, and that should be cause for concern.
Financial Engines, Betterment among automated investment services aiming to let their clients use information to inform retirement planning.
Inadequacy of savings is a "far bigger crisis than health care ever was."
Combined, Social Security retirement and disability fund reserves projected to be exhausted in 2034.
Presidential candidate seeks to reward longer-term investments, rein in "excessive risks” in the industry, and go after individuals in enforcement cases.
Most working retirees are making much less per hour now, survey shows
Older dads can trigger Social Security benefits for young children.
Make sure clients set aside the right amount to optimize savings and avoid unnecessary taxes and penalties.
Ruling affords advisers an opportunity to review and update clients' financial and tax plans
Connecticut tops the nation in probate fees &mdash; latest example of removing caps to fund courts.
Benefits of filing after a key anniversary may be worth the wait.
Ex-spouse can claim independently and is not subject to family maximum limit.
Both older nonworking wife and younger employed husband can lose benefits.
Report shows an opportunity for advisers with this expertise.
Attorney General Loretta Lynch announced Wednesday that federal marriage benefits soon will be available to same-sex couples nationwide following the Supreme Court ruling in Obergefell v. Hodges on June 26.
With retirement tools proliferating, clients need ones that advisers can use to tell a story.
