Jonathan Hoenig: Capitalist Pig, Ayn Rand Fan, Highly Successful Manager
The founder of Capitalistpig Hedge Fund says Social Security is immoral, advisors are too risk-averse and hedge funds are unfairly blamed.
Tax Court Untangles NIIT Passive Activity Trap for Trusts
A recent Tax Court decision paves the way for new trust planning techniques for dealing with the new 3.8% tax on investment-type income.
Retiree Social Security Benefits to Be Wiped Out by Health Care Costs: Index
Middle-class Americans will soon have to use their entire Social Security benefit for health costs, according to HealthView Services’ new cost Index.
Obamacare Wins U.S. Bond Converts as Slowing Costs Tame CPI
Regardless of what Americans think about Obamacare, reining in health care costs is winning the support of investors in U.S. Treasuries.
What Your Clients Can Expect From Long-Term Care
Financial planning is key to ensuring seniors get high quality care.
SEC, FINRA, CFPB Enforcement: BofA Busted for Illegal Credit Card Practices
In other actions, Hewlett-Packard will have to pay $108 million to settle SEC and DOJ charges of FCPA violations.
An Overlooked Post-Retirement Health Care Strategy
While not for everyone, putting a traditional retirement account to work with an HSA is a tax-preferred way to cover health care costs in retirement.
National Retirement Planning Week Offers Critical Tools for Advisors
It's National Retirement Planning Week, and here are some tools advisors can take advantage of to promote retirement preparedness.
Ryan Budget Seeks to ‘Tighten’ SEC’s Belt
But SEC Chairwoman Mary Jo White told lawmakers the same day that there was "an immediate and pressing need" for more funding for advisor exams.
A Medicare Primer for Advisors
To be able to guide your clients, here are the basic details on who’s eligible and what the premiums are.