Expert Opinion

Debate: Should Social Security Benefits Be Capped at $50K Per Person?

By Robert Bloink and William H. Byrnes

A proposed change would limit annual payments to $100,000 per couple or $50,000 per single taxpayer.

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News

How Advisors Make Video Manageable

By Michael S. Fischer

Around half of advisors create video, and most say it helps boost AUM, Idea Decanter finds.

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News

New Derivatives Bill Seeks to Rein in Wealthy Tax Dodgers

By Melanie Waddell

The bill would require investors using derivatives contracts to annually pay tax on gains or deduct losses.

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Analysis

How Advisors Can Protect Clients In Cognitive Decline

By Rob Burgess

Experts say being proactive before problems arise can help ensure retirement security.

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Expert Opinion

Creditor Protection Trust Fails Under Court Scrutiny

By Robert Bloink and William H. Byrnes

A recently decided case underscores the importance of understanding states' limitations around shielding assets.

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News

Federal Court Rules Against IRS Micro Captive Insurance Regulation

By Allison Bell

The judge found that the agency exceeded its statutory authority.

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