Nearly a quarter of retirees 85 and older are dying with assets of less than $10,000
Shifts in workplace retirement benefits, other factors, encourage more people to wait to claim benefits.
<i>Breakfast with Benjamin:</i> Over the last 12 months, investors pumped more money into ETFs than mutual funds for the first time ever.
Advisers ramp up efforts to create tax-conscious retirement income withdrawal strategies with an aim to extend the life of clients' nest eggs.
Your clients will appreciate it if you help them avoid the 43.4% tax bracket
Advisers and accountants are taking a look back at 2014's results and thinking about what they can do better for 2015.
But this creative claiming strategy stumps some Social Security Administration employees.
<i>Breakfast with Benjamin</i>: The Nasdaq is back to 2000 levels, but everything else is different.
First couple's tax return shows no stock market investments, missed opportunity on home refinance in Chicago.
A minor change in the Social Security Program Operations Manual System late last year resulted in a big change in the rights of people who receive Social Security disability benefits.
<i>Breakfast with Benjamin</i>: State Street gets poor marks from financial advisers, despite dedicated efforts to mend fences and build new relationships.
Securities industry faces incalculable risks that require rigorous internal controls to manage relationships with aging investors
<i>Breakfast with Benjamin:</i> Japan takes over as America's biggest creditor but China is right behind. Plus: More banks abandon student loan biz, Colorado's weed tax bummer, and where banking is still beyond at least 2 billion people.
Advisers planning for the long-term-care needs of clients should seriously consider the potential tax savings that come with these communities.
<i>Breakfast with Benjamin</i>: Hillary Clinton goes after the financial industry, taking issue with CEO compensation.
Advisers planning for the long-term-care needs of clients ought to seriously consider the potential tax savings that come with continuing care retirement communities.
Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices
Tax-time publicity, such as for prosecuting fraud, reminds the public of the agency's enforcement muscle.
There's a lot of misunderstanding regarding the rules on deducting the interest paid on a loan.
A record 54 companies in the S&P 500 are now at least partially exempt from the corporate income tax, more than twice the number four years ago.
