Tax

Displaying 2749 results
RETIREMENT RETIREMENT PLANNING JAN 27, 2013
Social Security goes fully paperless

RETIREMENT TAX JAN 27, 2013
Mickelson takes mulligan on his tax comments

RETIREMENT TAX JAN 27, 2013
For wealthy, a hard fall off the cliff

Delaying Social Security bennies could come back to bite clients
RETIREMENT RETIREMENT PLANNING JAN 25, 2013
Delaying Social Security bennies could come back to bite clients

Higher income may render seniors ineligible for subsidized LTC benefits

RETIREMENT RIAS JAN 22, 2013
Mickelson takes mulligan on controversial tax comments

Phil Mickelson may be getting shafted by higher tax rates, but his recent comments on the subject have drawn heat from fans. On Tuesday, the four-time major winner re-teed.

RETIREMENT RETIREMENT PLANNING JAN 20, 2013
Why the merry widow is so merry

RETIREMENT RETIREMENT PLANNING JAN 20, 2013
How self-employment made my season bright

Figuring out Social Security spousal benefit requires some ciphering
RETIREMENT RETIREMENT PLANNING JAN 20, 2013
Figuring out Social Security spousal benefit requires some ciphering

Sometimes it's a lot more complicated than just dividing by 2

Isn't it rich? Wealthy get off light in budget deal
RETIREMENT RIAS JAN 16, 2013
Isn't it rich? Wealthy get off light in budget deal

Despite dire predictions, high earners caught a sizable break with the budget deal. Here's how.

Mary Beth Franklin: The one thing advisers should know about Social Security
RETIREMENT RETIREMENT PLANNING JAN 15, 2013
Mary Beth Franklin: The one thing advisers should know about Social Security

When it comes to retirement benefits and survivor benefits, don't cross the streams

Should widows take survivor or retirement benefits?
RETIREMENT RETIREMENT PLANNING JAN 15, 2013
Should widows take survivor or retirement benefits?

Actually, they can claim one type early and switch to the other later to maximize benefits

First, start with tax simplification
RETIREMENT RIAS JAN 13, 2013
First, start with tax simplification

Instead of offending various interest groups, let's try making taxes easier to calculate

No linkage as Social Security stays unchained — for now
RETIREMENT RETIREMENT PLANNING JAN 11, 2013
No linkage as Social Security stays unchained — for now

Pressure builds to scale back annual inflation adjustments

Last chance for some clients to lower their 2012 tax bill
RETIREMENT TAX JAN 09, 2013
Last chance for some clients to lower their 2012 tax bill

Older IRA owners can still direct distribution to charity

RETIREMENT RIAS JAN 09, 2013
Permanent AMT fix protects millions of middle-class taxpayers

RETIREMENT RIAS JAN 09, 2013
Floating NAVs could prove taxing

Mary Beth Franklin: For Social Security, it's 'till decade do us part'
RETIREMENT RETIREMENT PLANNING JAN 07, 2013
Mary Beth Franklin: For Social Security, it's 'till decade do us part'

Marriage must last at least 10 years to claim Social Security benefits on ex-spouse

RETIREMENT RIAS JAN 06, 2013
More fiscal challenges on the horizon

RETIREMENT RIAS JAN 06, 2013
Advisers relieved, but wary of what may lie ahead

After Obama win, wealthy scrambling to make tax moves
RETIREMENT RIAS JAN 04, 2013
After Obama win, wealthy scrambling to make tax moves

Many accelerating investment income ahead of expected rate hikes; 'The Fast and the Furious'