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.
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.
Advisers' responsibility to make sure their clients are prepared for the challenges and opportunities that come with extended life expectancies.
Hold onto your hats and proceed with caution.
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.
<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
Protection takes precedence for committed couples who won't get hitched.
When interest rates rise, the $3.4 million ceiling proposed could drop, trapping more people in a tax net
<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.
Portfolio managers deliver strong performance with right central bank call, leading Morningstar to boost rating even as more investors pull assets.
When considering a Social Security software program, make sure it covers all of your potential client profiles.
Betterment's Jon Stein offers 4 ways to bring a more data-driven approach to serving your clients
President would tax wealthy to pay for 'middle-class' gains, SEC gets budget boost.
Retirement benefits underscore the value of lifetime income, inflation protection.
Slott built a niche for himself by mastering the intricacies of individual retirement accounts and explaining them to others.
