Updated Tuesday, July 28, 2015 as of 5:50 PM ET

Recent Stories From This Author

Social Security: Boost Benefits for Surviving Spouses

Social Security: How to Get Free Spousal Benefits

How to Cut Taxes on Clients' Social Security Benefits

Smart Strategies for Required Distributions

Smart Strategies for Tax-Free Roth IRA Conversions

Make the Most of Covered Calls: 'Rental' Income on Current Holdings

Multi-Asset Funds Promise More Sources of Income

MLP Taxes Can Be Tricky

Fixed Index Annuities May Fill the Retirement Income Gap

Social Security: When to Claim at 70

Social Security: When to Claim at 66

Social Security: When to Claim at 62

Retirement Income: Time for a Social Security Check Up?

Help Clients Get Real About Social Security

Trim the Tax Bite on Capital Gains

Smart Charitable Tactic for Capital Gains

Estate Planning: When Portability Won't Be Enough

HNW Tax Planning: What to Do With Low-Basis Assets

FLPs vs. LLCs: Which Is Better for Wealthy Families?

Tax Trick: Smart Way to Transfer Appreciating Assets

The June Issue is now online!


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