It’s likely that you have or will have a client who, either by necessity or desire, wants to stop being an employee and start or buy her own business—often near retirement age. But before the client takes the leap, you can help them...
The good news and bad news about inherited individual retirement accounts
Progress in implementing changes has been uneven, mainly because not all states recognize same-sex marriage
Parents don’t want their children counting on future inheritances, while children don’t want to upset their parents by talking about their estate planning. The result? One in three parents haven't had detailed conversations with their adult child...
Go from the 'eat what you kill' mentality to building a business that generates lifelong income
Final regulations square deferred life annuities with required minimum distributions
If it’s not myRA, say good-byRA
Federal income tax rates are uniform across the country, but that’s only part of the story. State and local taxes have a huge impact on investment returns and retirement.
Source: The Tax Foundation
Delaying Social Security benefits is the equivalent of getting about a 6.5 percent bond return, said industry blogger and financial planning guru Michael Kitces. Speaking during the 2014 Morningstar Investment Conference in Chicago, Kitces told...
Benefit enhancements available to workers
