Tax

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Gold shines amid growing economic stress in Europe
RETIREMENT EQUITIES FEB 13, 2015
Gold shines amid growing economic stress in Europe

Today's <i>Breakfast with Benjamin</i> includes gold hitting its highest level since September. Plus: Obama wants to tak 529 plans to fund free community college, emerging-market-debt managers emerge from the wreckage of 2014, and it's time to change some passwords.

RETIREMENT RETIREMENT PLANNING FEB 12, 2015
The art and science of longevity

Advisers' responsibility to make sure their clients are prepared for the challenges and opportunities that come with extended life expectancies.

The hazards of securities-based lending as a source of retirement income
RETIREMENT RETIREMENT PLANNING FEB 12, 2015
The hazards of securities-based lending as a source of retirement income

Hold onto your hats and proceed with caution.

Why President Obama's estate tax proposal is a big deal
RETIREMENT RETIREMENT PLANNING FEB 12, 2015
Why President Obama's estate tax proposal is a big deal

The president's proposed change in step-up in basis would have a major impact on high-net-worth earners' taxes, according to Robert N. Gordon.

Longer life expectancies are killing pension funds
RETIREMENT RETIREMENT PLANNING FEB 11, 2015
Longer life expectancies are killing pension funds

<i>Breakfast with Benjamin</i>: Pension funds never factored in that people would live as long as they're living. Plus: Fake hedge funder goes to extremes to cover his tracks, Congress to the rescue, and IRA missteps you can avoid

Declining marriage rates present a planning conundrum for long-term couples
RETIREMENT RETIREMENT PLANNING FEB 11, 2015
Declining marriage rates present a planning conundrum for long-term couples

Protection takes precedence for committed couples who won't get hitched.

Obama's retirement cap might sound good but it has an annuity problem
RETIREMENT RETIREMENT PLANNING FEB 11, 2015
Obama's retirement cap might sound good but it has an annuity problem

When interest rates rise, the $3.4 million ceiling proposed could drop, trapping more people in a tax net

Taxes might not be the main reason U.S. companies are relocating overseas
RETIREMENT RETIREMENT PLANNING FEB 09, 2015
Taxes might not be the main reason U.S. companies are relocating overseas

<i>Breakfast with Benjamin</i>: Maybe taxes aren't the reason U.S. companies are relocating overseas. Plus: Individuals are also leaving the country, cybersecurity spending spikes, and four good reasons to save more money.

After Bill Gross, Pimco Total Return performance is back at the top
RETIREMENT ETFS FEB 09, 2015
After Bill Gross, Pimco Total Return performance is back at the top

Portfolio managers deliver strong performance with right central bank call, leading Morningstar to boost rating even as more investors pull assets.

RETIREMENT RETIREMENT PLANNING FEB 09, 2015
Investigate Social Security claiming tools for free

When considering a Social Security software program, make sure it covers all of your potential client profiles.

RETIREMENT FINTECH FEB 06, 2015
How advisers can improve client outcomes by embracing data

Betterment's Jon Stein offers 4 ways to bring a more data-driven approach to serving your clients

Obama's budget gives advisers plenty to watch
RETIREMENT REGULATION AND LEGISLATION FEB 05, 2015
Obama's budget gives advisers plenty to watch

President would tax wealthy to pay for 'middle-class' gains, SEC gets budget boost.

Social Security reaches 75th anniversary of first monthly retirement check
RETIREMENT RETIREMENT PLANNING FEB 05, 2015
Social Security reaches 75th anniversary of first monthly retirement check

Retirement benefits underscore the value of lifetime income, inflation protection.

Ed Slott, Ed Slott & Co.
RETIREMENT RETIREMENT PLANNING FEB 04, 2015
Ed Slott, Ed Slott & Co.

Slott built a niche for himself by mastering the intricacies of individual retirement accounts and explaining them to others.

RETIREMENT TAX FEB 04, 2015
House passes two tax-reform bills

Legislation would repeal estate tax, make state, local sales tax deductions permanent.

Warren Buffett pushes Obama to build the Keystone pipeline
RETIREMENT EQUITIES FEB 04, 2015
Warren Buffett pushes Obama to build the Keystone pipeline

<i>Breakfast with Benjamin</i>: Warren Buffett wants President Obama to approve the Keystone pipeline. Plus: Rocky Mountain high tax revenues, ECB puts Greek debt in the doghouse, and institutional investors are bullish and careful.

Tax traps to avoid in 2015
RETIREMENT TAX FEB 03, 2015
Tax traps to avoid in 2015

Plenty of paperwork and pain await taxpayers and accountants this year. Here are the biggest pitfalls to watch out for.

House approves bill easing 529 plan rules
RETIREMENT REGULATION AND LEGISLATION FEB 02, 2015
House approves bill easing 529 plan rules

Families may get to pay for computers again with these popular college savings accounts.

RETIREMENT REGULATION AND LEGISLATION FEB 02, 2015
Stephanie Kelton comes to Washington after ruffling feathers in adviser community

Self-styled 'Deficit Owl' believes government can spend as much as needed to spur economic growth, get to full employment.

How to get workers to chip in more money toward HSAs
RETIREMENT RETIREMENT PLANNING FEB 02, 2015
How to get workers to chip in more money toward HSAs

Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.