If second marriage ends, the first one may still count
Extending tax credits and deductions is a priority for new Senate Finance Committee Chairman Ron Wyden, even as he indicates there won't be any major tax changes for individuals or businesses this year. What gives?
For fund investors, the vacation from capital gains taxes may be over after another strong year for stocks. But it's not all bad news, as there are ways for investors to extend their holiday.
New retirees can use monthly rather than annual earnings limit.
But break-even period can be at least 20 years.
Earnings restrictions disappear at full retirement age.
Congresswoman encourages growth in number of female financial advisers.
Senator calls for changes that would encourage retirement-age workers to work longer
Simplifying strategies and balancing clients' assets across different accounts with different tax treatments can help HNW retirees.
Changes have some considering switching states – but be warned that that takes careful planning
The best way to help financial advisers understand the often-complex Social Security rules is to pose real-life client situations — typical of the questions I receive every day. And that's what I did at this year's Retirement Income Summit.
Retirement expert Mary Beth Franklin details the importance of adjusting client investment portfolios to cover the costs of long-term care.
New York alters rules to stop taxpayers from avoiding state taxes by setting up trusts elsewhere.
Founder of Garrett Planning Network says investors with low net worth can be served in a market where all advisers must act in their best interests.
Mary Beth Franklin tackles three questions about Social Security survivor benefits. The questions are similar and the answer may surprise you.
Investment advisers embraced an effort by the leader of a congressional tax-writing committee to simplify the tax code but winced at the higher taxes on the wealthy that would be required to pay for the changes.
Financial advisers may need to consider other income options.
