Tax

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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'

Social Security: More on how to collect on your ex
RETIREMENT RETIREMENT PLANNING JAN 03, 2013
Social Security: More on how to collect on your ex

Even a self-professed expert gets it wrong sometimes

RETIREMENT TAX JAN 02, 2013
Buffett: Rate hikes won't deter wealthy investors

RETIREMENT FIXED INCOME DEC 27, 2012
The case against muni bonds

Munis look to be marginally unfavorable not because of state and city finance issues, but expected yields compared to other taxable bonds.

The capital-gains tax: A tragedy in two acts
RETIREMENT RIAS DEC 20, 2012
The capital-gains tax: A tragedy in two acts

Why the levies on investment income and ordinary income should be the same

The real reason Warren Buffett should pay higher taxes
RETIREMENT RIAS DEC 20, 2012
The real reason Warren Buffett should pay higher taxes

Distribution of wealth demonized, but research shows it works.

RETIREMENT RIAS DEC 19, 2012
Advisers: Deduction reductions coming

Vast majority believe fiscal cliff solution will include hike in taxes; not fans of the plans, however

RETIREMENT RETIREMENT PLANNING DEC 16, 2012
Stay married for a decade to get benefits

RETIREMENT RETIREMENT PLANNING DEC 16, 2012
Sens.: Protect retirement plans