Advisers need to be aware of the tax laws in foreign jurisdictions, as well.
As brokerages feel pressure ramp up, forms coming later than usual.
Second homes can provide good income, but are clients ready for the tax filing and landlord burden?
Financial advisers can help clients take early steps to plan for the progressive disease.
Advisers are hopeful that the House will approve making tax breaks for IRA charitable donations permanent, but are trying to keep expectations low.
Clients with disabled children get a new vehicle
<i>Breakfast with Benjamin</i>: Plus: Buffet's opaque empire, Obama's regulatory plans and New York's efforts to keep its meat hooks in tax refugees.
A tussle over public pensions has thrust these defined-benefit plans into the spotlight.
<i>Breakfast with Benjamin</i>: The bond market and the Fed are suddenly marching in lockstep, with inflation clarity coming soon.
Benefit reductions apply only to workers who did not pay FICA taxes.
Put down your box of receipts and check out these tools.
Couples file suit against agency, as Social Security attempts to recoup benefit overpayments.
Keep calm, but stay vigilant when filing your taxes.
Two-thirds of states and Washington now allow same-sex marriage, opening the door for spousal and survivor benefits
As many as 800,000 taxpayers received tax documents with erroneous information.
Advisers ask what happens to benefits when clients retire before 62.
<i>Breakfast with Benjamin</i> features the Federal Reserve being caught between a rock and a hard place on rate hikes. Plus: Greeks vote to kick the can down the road, Obama's tax grab looks like a blueprint for the future, and a billionaire tells Americans to spend less money
<i>Breakfast with Benjamin</i>: The energy sector has the highest level of short interest since 2008. Plus: Apple's market value tops $700 billion and already talk turns to the $1 trillion mark, Carl Icahn says Apple is already there, and is it time to rethink filing taxes online?
Combine tax-efficient withdrawals and Social Security claiming strategies to improve retirement outcomes.
<i>Breakfast with Benjamin</i>: A stronger dollar and record valuations for global stocks have kicked the precious metal to the curb.
