8 Tax & Investing Tips for Advisors’ Wealthy Clients
Kimberly Foss of Empyrion offers ways to cut the amount owed Uncle Sam and build up the portfolio.
5 Key Tax Deductions for the Self-Employed
Advance planning and consulting a professional are vital to reducing tax bills for the self-employed, including small businesses.
How to Handle the NIIT for Trusts and Estates
The impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.
2015 Tax Cheat Sheet for Advisors and Their Clients
For tax year 2015, there are annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes.
Planning For End Of Life Costs
The last few months are usually more expensive than the preceding years, and unexpected long-term care events and uncovered medical services can easily wipe out savings and inheritances.
Average Retirement Age Leveling Off
Cultural and structural changes that converged to reverse a century-long decline in labor force participation may have petered out, the Center for Retirement Research says.
Senate Appropriations Chair Mikulski to Retire
Longest-serving woman in the Senate says she’ll spend the next two years “fighting” for constituents and plans to introduce a student loan debt bill.
America Ranks 19th on New Global Retirement Security Index
Americans like to consider themselves first in just about everything, so news that the U.S. ranks 19th in retirement security may come as a disappointment.
Money Manager Candidly Reveals 5 Big Investing Mistakes
Tocqueville Asset Management’s Sicart tells shareholders about five mistakes, including one that shaved four percentage points off his portfolio’s performance, and the lessons he learned.
Top 20 Countries for Retirement Security: 2015
The U.S. keeps its spot near the bottom of the Natixis rankings for the third year running.