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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.
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.
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.
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.
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.
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."
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.
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.
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.
January 03, 2025
These 9 States Cut Income Tax Rates for 2025
The lower rates became effective Jan. 1, according to the Tax Foundation.