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Biden Signs Social Security Fairness Act

January 05, 2025

Biden Signs Social Security Fairness Act

The new law repeals the Windfall Elimination Provision and Government Pension Offset, which affect some public workers.

Delay Social Security, Invest More or Buy an Annuity: What’s Best for Retirement Income?

January 03, 2025

Delay Social Security, Invest More or Buy an Annuity: What’s Best for Retirement Income?

It’s possible to claim early and reinvest for better returns, but it requires significant risk, David Blanchett finds.

Whipsaw BOI Rulings Leave Business Owners Dizzy

January 03, 2025

Whipsaw BOI Rulings Leave Business Owners Dizzy

Most American business owners were to become subject to a Jan. 1 deadline to submit beneficial ownership information reports.

Ned Davis Warns It May Cut Exposure to U.S. Stocks

January 03, 2025

Ned Davis Warns It May Cut Exposure to U.S. Stocks

The firm’s chief investment strategist is closely monitoring whether its key indicator extends a recent decline.

How HNW Families Can Protect Themselves and Their Wealth: Study

January 03, 2025

How HNW Families Can Protect Themselves and Their Wealth: Study

Affluent households face challenges in securing adequate insurance coverage, particularly in catastrophe-prone areas, HUB International found.

JP Morgan Loses $39.7M Arbitration Against Barred Broker

January 03, 2025

JP Morgan Loses $39.7M Arbitration Against Barred Broker

The financial services firm claimed that Edward Turley, a former advisor, "unjustly enriched himself by brazenly lying."

Debate: Is the Social Security Fairness Act Fair?

January 03, 2025

Debate: Is the Social Security Fairness Act Fair?

The bill, awaiting Biden's signature, repeals the WEP and GPO provisions affecting public workers and provides retroactive 2024 benefits.

Trump Taps Keis, Schwab for Key Treasury Roles

January 03, 2025

Trump Taps Keis, Schwab for Key Treasury Roles

Lobbyist Ken Kies will head up tax policy; Samantha Schwab will be deputy chief of staff.

New York State Bill Could Double Annuity Income Tax Exemption for Older Residents

January 03, 2025

New York State Bill Could Double Annuity Income Tax Exemption for Older Residents

The proposed increase would apply to taxpayers 59 1⁄2 and older.

These 9 States Cut Income Tax Rates for 2025

January 03, 2025

These 9 States Cut Income Tax Rates for 2025

The lower rates became effective Jan. 1, according to the Tax Foundation.