Though rules still vary from state to state, all same-sex couples should take steps to claim benefits.
Bonuses, vacation pay and commissions don't count toward earnings test, but book royalties do.
Specific steps can minimize the bite of rules that reduce or eliminate Social Security benefits for public workers.
Typical expenses continue to outpace annual benefit hikes.
Little thought – or government help — is given to the question of how to make withdrawals from a retirement plan
As health care costs in retirement rise, many advisers and clients still haven't accounted for a major part of those expenses: Medicare.
<i>Breakfast with Benjamin:</i> Gross leaves and the cash follows. Plus: A new robo-adviser enters the market; Schorsch at it again, with a twist; corporations are healthy, healthy, healthy; oil prices are falling; and Elon Musk's next move.
<i>InvestmentNews</i> contributing editor gives an update on how life has changed since her husband retired.
Many advisers are conversant, but not fluent, in claiming strategies and rules.
As people live longer, the distribution phase becomes more critical
This edition of <i>Breakfast with Benjamin</i> covers Bill Gross getting beaten at his own game, the SEC's focus on liquid alt funds, Obama's attack on corporate inversions, and more.
Midweek <i>Breakfast with Benjamin:</i> Yellen warned us. Plus: SEC probes Pimco ETF over asset pricing, America's 401(k)s are failing investors, and how Obama's attack on corporate inversions flunks basic math.
<i>Breakfast with Benjamin</i>: A real risk thanks to the bull market: investors' sense of invincibility, plus El-Erian dishes on Pimco, second-guessing Calpers, and more.
Advisers and others in investment industry disagree about how or whether the accredited investor standard should be changed
Agency encourages workers to create personal online accounts.
U.S. corporations have been going through a series of reinventions to minimize bite from the IRS.
The Tax Foundation crunched the numbers and came up with estimated brackets and rates for 2015. Looks like brackets are climbing a bit.
Though after-tax dollars in a 401(k) can now be rolled into a Roth IRA, few employers accept such contributions.
Monday's <i>Breakfast with Benjamin</i> Distinguishing financial planner from investment adviser. Plus: Gold looks tarnished, the Russell 2000 heads into 'death cross' territory, buying stocks in a buyback cycle, bank stocks in a rising-rate market, and another tax penalty, courtesy of Obamacare
Borrowing or cosigning for a child could mean debts too hard to get out from under
