Tax

Displaying 2749 results
RETIREMENT RETIREMENT PLANNING APR 17, 2013
Pension rule can mean big Social Security cut

Mary Beth Franklin looks at the Government Pension Offset, which can can turn retirement planning upside down.

RETIREMENT RETIREMENT PLANNING APR 14, 2013
Risky (tax) business: Trust income has additional levy

Tax experts just getting their hands around wrinkle in 2012 tax law.

RETIREMENT RETIREMENT PLANNING APR 14, 2013
Budget plan hard on high-net-worth

Rich hit by double-whammy of higher taxes, capped exemptions; advisers smacked, too

RETIREMENT RETIREMENT PLANNING APR 14, 2013
Permanent? That's five years under Obama estate tax plan

Bid to lower exemption after January deal unexpected; advisers sitting tight for now.

RETIREMENT RETIREMENT PLANNING APR 11, 2013
Mary Beth Franklin: Social Security Disability muddles claiming picture

Plenty of confusion over the interplay between disability and retirement benefits.

RETIREMENT RETIREMENT PLANNING APR 11, 2013
Gay marriage would shake up benefits game

Advisers await Supreme Court's landmark decision

RETIREMENT RETIREMENT PLANNING APR 09, 2013
No limit to confusion over Social Security earnings cap

Waiting to claim at 66 escapes benefit claw back, but not taxes

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