7 Ways to Avoid Picking a Bad Advisor
If a veteran Wall Street Journal editor covering wealth management gets duped by his advisor, Eric Nelson says, what chance do ordinary investors have?
Safeguarding Retirement With 401(k) Plan In-Service Withdrawals
Little-known IRS rules that provide for in-service 401(k) withdrawals allow use of funds already earmarked for retirement to implement an annuity strategy while still working.
Warren Buffett Talks to Senators Sometimes
Warren Buffett spoke to Sen. Orrin Hatch before investing in the Tim Hortons/Burger King deal. This is the sort of conversation legislators should be having.
Social Security Claiming Options: Don’t ‘Save the Date’
Social Security agents want you to get the most in benefits, but the more important issue is when you get those benefits.
New York Revises Estate Tax Laws
Wilmington Trust’s Sharon Klein considers some implications of the new state law.
Is Warren Buffett a Hypocrite on Taxes?
Hold the pickles, hold the lettuce, special tax deals don’t upset Warren Buffett, who's having it his way with the Burger King tax inversion.
How Financial Planning Improves Investors’ Bottom Lines
My financial planning "software" stress-tests a client’s portfolio by calculating their federal and state tax burden for years to come.
Andy Friedman: 4 Reasons to Use a Trust to Preserve Assets
Families far below the estate tax threshold are catching on to the benefits of trusts, political analyst and tax expert Andy Friedman says.
Social Security and Tax Planning: The Advisor Opportunity
Neither process is fun, but relieving the confusion and frustration surrounding the Social Security planning and claiming process represents a major business-building opportunity for advisors.
Tax-Exempt Nonprofits Owe Millions in Payroll Taxes
Some tax-exempt groups are seriously delinquent on payroll taxes, but the IRS doesn’t appear too eager to go after them, according to a recent report.