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.
With the $2,500 American Opportunity Tax Credit's phaseout now at $180,000 of modified adjusted gross income, more parents are eligible. But claiming it requires coordination with distributions from 529s and education savings accounts.
<i>Breakfast with Benjamin:</i> Time to sell stocks? Plus: All you need to know about the Fed's policy decision today, lessons from a Texas-size bankruptcy, lingering effects of the polar vortex, a social media darling trips up, and the latest on Rep. Dave Camp's tax reform plan.
As the political fight over raising taxes for high-income Americans fades, so are predictions for negative economic fallout. The first boost in marginal income rates in 20 years is already reducing the U.S. budget deficit without tipping the economy into recession.
T. Rowe Price's Christine Fahlund puts theories to test.
Course covers finer points of Windfall Elimination Provision calculations, but needs more emphasis on claiming strategies.
But a credit freeze could complicate the sign-up process.
Six tips could prevent your clients from getting slapped with a four-figure tax bill next year.
Obama budget proposal seems to target some Social Securities claiming strategies but this popular one is safe - for now.
Some divorced spouses are clueless about Social Security benefits
Current and ex-spouses don't have to share survivor benefits.
<i>Breakfast with Benjamin:</i> All eyes are on earnings. Plus: The SEC discovers high-frequency trading, momentum takes out passive investors, AAA credit ratings becoming extinct, new love for emerging markets, six solid stocks to watch this week, overwhelmed at the IRS, and Switzerland votes for the world's highest minimum wage.
