Chances of avoiding that tax may come down to whether a business owner has active or passive participation.
If a client talks about claiming Social Security benefits before full retirement age that don't ring true, ask questions. It could make a huge difference in their long-term financial security.
Have a client who — unbeknownst to you — filed for Social Security benefits early? Mary Beth Franklin unwraps the two ways for beneficiaries to increase their benefits after initially claiming them.
How to find undervalued stocks in a bull market. Plus, Bitcoin (yes, Bitcoin) gets legit; big investors licking their chops at BofA $8.5B settlement proposal; some good news for Madoff victims; and welcome back cap gain distributions. Curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.
This year's big stock market gains are forcing advisers to think about how to help their clients contend with a potentially stiff capital gains tax bite from mutual fund distributions.
Here's one way to use the drop in bond prices and the rise in other assets to your tax advantage. Caution: it's not for every investor.
Pension expert Mitchell calls program "best deal going."
Three big reports to hit the market, plus: Bitcoin spikes as euro takes a dive, Bernanke's prezzie to Yellen and advisers' big headache. Curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.
Plus: Deutsche Bank's new China ETF hottest launch since 2007
Federal deductions for individuals for state and local taxes, as well as R&D credits for businesses also on list.
Social Security employees are highly trained professionals who put the public's interest first.
Mary Beth Franklin dishes on how the Social Security Administration sends millions in benefits to deceased people...and how, in some cases, people who are very much alive are declared dead.
What to do when you get the wrong answer from SSA
Benefits depend on if you remarry and when.
