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Most advisers won’t give Social Security recommendations

About 90% of advisers give clients some kind of help with Social Security matters, but only 26% will plan claiming strategies and make recommendations on what approach is best for their clients, according to research from Practical Perspectives and GDC Research. One obstacle to offering…

G-20 finance ministers to address global corporate tax reform

Finance ministers and central bankers are set at this weekend’s Group of 20 nations meeting to deal with the issue of how multinational corporations are taxed. “Hopefully this weekend, G-20 finance ministers will sign up to an agreed global approach to assure that companies pay…

High-risk investing threatens global economy, IMF says

The global economy increasingly faces the dangers of excessive financial risk-taking and negative geopolitical forces, according to a report prepared for the Group of 20 nations by the International Monetary Fund. This year, global economic growth will fall short of the 3.6% the IMF forecast…

A year-by-year approach to preserving wealth in retirement

Financial blogger Michael Kitces suggests an alternative approach for helping retirees who fear running out of money in retirement. He argues that since long-term valuation measures like Shiller CAPE can be used to predict when clients should focus on risk minimization, they may also be…

Recent developments in individual taxation

A look at recent changes affecting taxation of individuals, including new Internal Revenue Service rules on virtual currency and a safe harbor for qualified real property business indebtedness. The Tax Adviser (9/2014)