Tax

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Nobody can accuse Bill Gross of not eating his own cooking
RETIREMENT EQUITIES JAN 09, 2015
Nobody can accuse Bill Gross of not eating his own cooking

Today's <i>Breakfast with Benjamin</i> features a look at how Bill Gross' own money is pumping up his new Janus fund. Plus: The Fed ponders and ponders some more, the surging dollar is poised for a pullback, another Obamacare surprise for tax-filers, and how grandchildren can derail retirement plans.

RETIREMENT RETIREMENT PLANNING JAN 09, 2015
How Social Security cost-of-living adjustments change benefits this year

Retiree benefits increase and so do taxes for high-income workers.

Unpleasant surprise on Form 1040 for Obamacare participants
RETIREMENT RETIREMENT PLANNING JAN 08, 2015
Unpleasant surprise on Form 1040 for Obamacare participants

This tax filing season is going to be a little more complicated for freelancers and independent contractors who get health care subsidies.

Global markets fixate on China's currency play
RETIREMENT EQUITIES JAN 06, 2015
Global markets fixate on China's currency play

In today's <i>Breakfast with Benjamin</i>, markets wonder if the Chinese yuan is the next shoe to drop. Plus: Notes on the default risk rising in China's dollar-denominated debt, President Obama's latest tax grab, and rolling 401(k) assets into a pension plan.

RETIREMENT RETIREMENT PLANNING DEC 30, 2014
Understanding Social Security rules for divorced spouses

Hint: The magic age of 66 applies to exes, too.

RETIREMENT RETIREMENT PLANNING DEC 30, 2014
Advisers can answer divorced clients' Social Security questions, except one

Clients must contact SSA directly to get benefit estimates on ex's earnings.

RETIREMENT EQUITIES DEC 23, 2014
Cheap oil is drawing bargain hunters to energy ETFs

<i>Breakfast with Benjamin:</i> Cheap oil draws interest in energy ETFs. Plus: Finding value under the hood of hedge funds, how to talk like a Wall Street guru, and get insurance or get ready for Obamacare taxes.

RETIREMENT RETIREMENT PLANNING DEC 23, 2014
Resolving confusion over Social Security survivor benefits

Higher-earning spouse wrongly believed she couldn't collect widow's benefit.

RETIREMENT EQUITIES DEC 23, 2014
Why the financial markets get so excited by revised growth numbers

On the <i>Breakfast with Benjamin</i> menu today: Mohamed El-Erian breaks down the better-than-expected economic growth numbers. Plus: Warren Buffett's big year, gold investors are only starting to feel the hurt, and finding value where others only see tax-loss selling.

RETIREMENT RETIREMENT PLANNING DEC 23, 2014
As nest eggs grow, so does need for expertise

Many have significant savings but don't know how to make it last

RETIREMENT RETIREMENT PLANNING DEC 23, 2014
How to trim Social Security reductions for public employees

Continued years of work in the private sector can ease the impact of benefit cuts on public workers.

RETIREMENT MUTUAL FUNDS DEC 23, 2014
Are ETFs really cheaper than mutual funds?

New report from Morningstar casts doubt on the relative cost advantages of popular exchange-traded funds. And there is, of course, the Vanguard effect.

RETIREMENT OPINION DEC 22, 2014
Why security in retirement is often luck of the draw

Specific returns clients earn on investments right around retirement disproportionately impact their lifetime outcomes.

RETIREMENT RETIREMENT PLANNING DEC 21, 2014
Is your core strategy getting flabby?

Increasing high-yield exposure in an intermediate-bond portfolio may add return, but is risky

RETIREMENT TAX DEC 18, 2014
Tips to help make this year less painful for wealthy clients

From charitable giving to capital gains and Roth conversions, ways to ease tax bills.

More advisers are turning to donor-advised funds
RETIREMENT ETFS DEC 17, 2014
More advisers are turning to donor-advised funds

Popularity is rising among philanthropically inclined investors hoping to offset capital gains taxes.

RETIREMENT RETIREMENT PLANNING DEC 17, 2014
How to avoid a tidal wave of taxes from IRAs

Pre-retirement planning strategies help reduce tax impact from required minimum distributions.

RETIREMENT RETIREMENT PLANNING DEC 15, 2014
New congressional plan calls for wealth redistribution

Proposal would hike investment taxes &#8212; and impose a transaction fee &#8212; but cut taxes for households under $200,000 income.

RETIREMENT TAX DEC 14, 2014
Some year-end tax strategies to consider

RETIREMENT TAX DEC 14, 2014
Saving for retirement likely to be harder for small-business owners under tax reform

Take steps to accelerate retirement plan contributions before the enactment of new limits, taxes and rules.