Issue becomes distraction from president's broader plan to expand and simplify tax breaks for education
Three potential financial planning issues you might have to handle if president's proposal becomes law.
In budget proposal, president to offer companies system they have sought but on less favorable terms.
The IRS should re-examine its budgetary priorities and direct more of its shrinking resources to taxpayer guidance and assistance
Group set to launch lobbying days in Florida, Texas, New York and California.
Inherited IRAs being impacted by bankruptcy is a remote event, but advisers and clients should still be prepared
Add one to your bookshelf and refer clients to the other.
More than half of U.S. households don't have enough saved for retirement, Center for American Progress finds.
College planning would change under president's reforms to education tax code.
The markets giveth, and keep on giving
In Friday's <i>Breakfast with Benjamin</i>, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.
Some of the president's tax plans likely will give nightmares to the clients of financial advisers.
But comparing the three market leaders &mdash; TurboTax, TaxACT and H&R Block &mdash; isn't easy.
In today's <i>Breakfast with Benjmain</i>, looks might help money managers land more assets, but they also tend to underperform. Plus: Darryl Strawberry's contract balance goes to the highest bidder, Florida investment manager charged with bilking $17M from clients, and a hedge fund manager uses proper etiquette after losing his clients' money.
Plus the rest of Tuesday's <i>Breakfast with Benjamin</i>: Daniel Thibeault's missteps make the case for due diligence, U.S. economy magically defies gravity among global economies, and tax strategies that it isn't too late to employ
Six years into the bull market, losses booked from the financial crisis have all been used up.
President's $4T budget proposal includes a major change to the Social Security Act that would allow same-sex couples to receive spousal benefits even if they live in states that don't recognize such unions.
Trillion-dollar asset transfer opportunities await RIAs
Market conditions in early retirement can help predict whether your clients' assets will actually last 30 years.
