Tax

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RETIREMENT ALTERNATIVES AUG 17, 2014
Derivative basket options questioned

RETIREMENT TAX AUG 14, 2014
What's next for Robin Williams' family?

Although he had 'bills to pay,' he put his real estate in a trust and appears to have provided for his children.

RETIREMENT TAX AUG 13, 2014
Advisers beware: Corporate inversions could mean higher tax bills for your clients

Companies moving abroad to avoid taxes — corporate inversions — could trigger capital gains and additional paperwork for clients.

RETIREMENT RETIREMENT PLANNING AUG 11, 2014
Social Security: What professional women need to know

The right claiming strategy can significantly increase lifetime benefits

RETIREMENT RETIREMENT PLANNING AUG 11, 2014
Creative claiming strategies increase Social Security benefits

A few important concepts can help clients bring in more during their retirement years.

Widower asks why he didn't get survivor benefits
RETIREMENT RETIREMENT PLANNING AUG 07, 2014
Widower asks why he didn't get survivor benefits

Blame it on family maximum limits, not sexism.

RETIREMENT RETIREMENT PLANNING AUG 07, 2014
Women closing financial literacy gender gap

Despite gains, steep learning curve remains on investing and cash management.

RETIREMENT REGULATION AND LEGISLATION AUG 06, 2014
Axing estate tax gains momentum in House

House Republicans want to vote on a bill to kill the estate tax --- for political gain if not for ultimate passage into law

RETIREMENT RETIREMENT PLANNING AUG 03, 2014
Beware of the blind side

If your clients think Medicare will cover most, if not all, of their health care costs in retirement, they are sorely mistaken.

Health care costs can sink a retirement plan
RETIREMENT RETIREMENT PLANNING JUL 29, 2014
Health care costs can sink a retirement plan

Advisers need to get ahead of the 'other' retirement crisis and plan for likely expenses.

RETIREMENT RETIREMENT PLANNING JUL 28, 2014
Succession planning doesn't mean selling

Aging advisers need to ask themselves if selling their practice can fund their own retirements.

How to calculate Social Security's maximum family benefit
RETIREMENT RETIREMENT PLANNING JUL 25, 2014
How to calculate Social Security's maximum family benefit

Believe it or not, claiming benefits early sometimes makes sense.

RETIREMENT EQUITIES JUL 25, 2014
Advisers embrace liquid alts to navigate Fed policy

<i>Breakfast with Benjamin:</i> Advisers go liquid to navigate Yellen Fed policy. Plus: Global stocks are loving the Fed's latest non-move, energy stocks ride high on the unrest in Iraq, an IRS excuse that the IRS would never accept from you, and political correctness has the Washington Redskins surrounded.

RETIREMENT RETIREMENT PLANNING JUL 25, 2014
$1M is not what it used to be

When it comes to living comfortably in retirement, that target symbol of wealth is past its prime. How far will $1 million go when Millennials reach retirement age?

RETIREMENT EQUITIES JUL 24, 2014
Obama pushes tighter border rules for U.S. companies trying to exit for tax purposes

On today's <i>Breakfast with Benjamin</i> menu, Pres. Obama pushes for tighter border rules for U.S. companies trying to exit for tax purposes, asset managers unprepared for a bear market, and more.

RETIREMENT RETIREMENT PLANNING JUL 24, 2014
Clintons shine spotlight on tax strategy that splits a house in two

The qualified personal residence trust has enabled Bill and Hillary Clinton to save on estate taxes, but that doesn't mean it makes sense for everyone.

RETIREMENT EQUITIES JUL 23, 2014
Barclays pushes back dark pool charges

On Friday's menu: Barclays hits back on dark pool charges. Plus: Seeing the markets through the eyes of regular investors, why young folks should embrace bear markets, discount retailers set to shine, another cheap swipe at mortgage interest deductions, and the SEC hasn't forgotten about those pesky high-speed traders.

RETIREMENT EQUITIES JUL 22, 2014
Global consumer confidence soars

Plus: Credit Suisse exits the commodities trading business, Allianz stands by Bill Gross, silver has a golden summer run, three taxes we can all dislike together, and don't let tourist scams rain on your vacation

RETIREMENT RETIREMENT PLANNING JUL 22, 2014
Retirement: From theory to practice

Husband's retirement ushers in a new era for <i>InvestmentNews</i> contributing editor.

Big demand from advisers for Social Security claiming tools, training
RETIREMENT RETIREMENT PLANNING JUL 22, 2014
Big demand from advisers for Social Security claiming tools, training

But few are willing to pay for it.