Tax

Displaying 2742 results
RETIREMENT REGULATION AND LEGISLATION APR 07, 2013
Tax reform draft aimed at pass-through businesses

Proposal would more closely align treatment of partnerships and S Corps

RETIREMENT RETIREMENT PLANNING APR 07, 2013
Now entering: Pension offset zone, a Social Security nightmare

Retirement payout from non-covered work can wipe out a spousal or survivor benefit

RETIREMENT RETIREMENT PLANNING APR 07, 2013
Surprise! A trip to the Social Security office isn't hell on earth

One adviser's visit to the local bureau was easier than expected; there's hope

RETIREMENT RETIREMENT PLANNING APR 07, 2013
Mary Beth Franklin: Virtual Social Security accounts can be a real pain

Safeguards to prevent identity can also prevent users from setting up online accounts

RETIREMENT RETIREMENT PLANNING APR 05, 2013
Study backs delaying benefits

Morningstar research confirms prudence of patience in collecting Social Security

RETIREMENT TAX APR 03, 2013
The tax lure of MLPs and REITs

RETIREMENT RETIREMENT PLANNING APR 01, 2013
Mary Beth Franklin: Age difference creates Social Security quandry

Older, lower-earning wife means couple has fewer choices

RETIREMENT RETIREMENT PLANNING MAR 31, 2013
Social Security options worth investigating

Maxing out benefits requires some homework

RETIREMENT RETIREMENT PLANNING MAR 31, 2013
Mary Beth Franklin: Ticking the right boxes for Social Security

More than one spouse? Pick the highest benefit

RETIREMENT RETIREMENT PLANNING MAR 26, 2013
Mary Beth Franklin: Translating Social Security-speak

Looking for clarity in the fog of confusion when claiming benefits

RETIREMENT RETIREMENT PLANNING MAR 25, 2013
Gay spouses struggle to claim benefits

RETIREMENT RETIREMENT PLANNING MAR 19, 2013
A trip to Social Security office isn't that bad, one adviser finds

A happy ending for financial advoiser who wanted to set up an online account

RETIREMENT RETIREMENT PLANNING MAR 19, 2013
Willing suspension of benefits can boost Social Security payoff

But don't expect to collect a spousal benefit in the interim

RETIREMENT RETIREMENT PLANNING MAR 17, 2013
Bonuses are a direct result of shrinking adviser supply

RETIREMENT TAX MAR 17, 2013
Camp's tax proposal enters revenue-neutral territory

Ways and Means boss backs comprehensive reform — but not hiking rates

It gets worse: Hedge fund star predicts bigger crisis than '08
RETIREMENT RETIREMENT PLANNING MAR 17, 2013
It gets worse: Hedge fund star predicts bigger crisis than '08

Stan Druckenmiller says rising entitlement costs, unsustainable spending will have dire consequences.

RETIREMENT TAX MAR 13, 2013
Taxpayers see red over identity theft

Tops IRS 'dirty dozen' list of tax schemes.

RETIREMENT RETIREMENT PLANNING MAR 13, 2013
Factoring a child's benefit into a claiming strategy

RETIREMENT RETIREMENT PLANNING MAR 10, 2013
Near-retirees need a plan for debt

RETIREMENT RETIREMENT PLANNING MAR 09, 2013
Mary Beth Franklin: Jumping the gun on Social Security a big mistake

Timing is key to wringing out the most dollars; magic number