Tax

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No time to waste in making tax moves, experts say
RETIREMENT RIAS NOV 26, 2012
No time to waste in making tax moves, experts say

Sell stock shares, reinvest in munis and other tax-advantaged vehicles; 'sooner rather than later'

RETIREMENT RETIREMENT PLANNING NOV 25, 2012
Updated Pru report out on Social Security strategies

Mary Beth Franklin: Four costly Social Security mistakes
RETIREMENT RETIREMENT PLANNING NOV 19, 2012
Mary Beth Franklin: Four costly Social Security mistakes

While some retirees are simply uniformed, others are dangerously misinformed.

RETIREMENT RETIREMENT PLANNING NOV 18, 2012
Undoing a decision to claim benefits

RETIREMENT RIAS NOV 18, 2012
A surefire way to cut taxes for shareholders

What happens to Medicare when you suspend Social Security bennies?
RETIREMENT RETIREMENT PLANNING NOV 14, 2012
What happens to Medicare when you suspend Social Security bennies?

You don't lose your health care coverage -- unless you opt out.

Mulligan? How to undo a Social Security claiming decision
RETIREMENT RETIREMENT PLANNING NOV 14, 2012
Mulligan? How to undo a Social Security claiming decision

Although the payback option is limited, there are still ways to boost benefits

RETIREMENT RETIREMENT PLANNING NOV 13, 2012
Mary Beth Franklin: Get your (Social Security) tricks on Route 66

One spouse must wait until age 66 to exercise creative claiming strategiesThat's the magic number for maxing spousal benefits

RETIREMENT RETIREMENT PLANNING NOV 11, 2012
Get your (Social Security) tricks on Route 66

Estate tools in a low-interest climate: Use 'em or lose 'em
RETIREMENT RIAS NOV 08, 2012
Estate tools in a low-interest climate: Use 'em or lose 'em

Different trusts benefit from puny rates, tax adviser says; 'lock those in now'

RETIREMENT RIAS NOV 08, 2012
Helping clients navigate a minefield

Higher taxes = less retirement savings: IRI survey
RETIREMENT RETIREMENT PLANNING NOV 08, 2012
Higher taxes = less retirement savings: IRI survey

Majority of boomers say a rise in marginal rates and FICA would crimp their ability to put money away

Mary Beth Franklin: How to play the Social Security age game
RETIREMENT RETIREMENT PLANNING NOV 05, 2012
Mary Beth Franklin: How to play the Social Security age game

Sometimes it makes sense for one spouse to claim benefits early.

Flat COLA: Medicare hikes will offset Social Security increase
RETIREMENT RETIREMENT PLANNING NOV 05, 2012
Flat COLA: Medicare hikes will offset Social Security increase

The Social Security Administration on Tuesday announced that the cost-of-living-adjustment for 2013 will be a measly 1.7%. And as Mary Beth Franklin points out, that small increase could be gutted by hikes in Medicare premiums.

RETIREMENT FINTECH NOV 04, 2012
No 'crew cut' to 401(k) tax breaks, ASPPA chief vows

RETIREMENT RIAS NOV 04, 2012
Options for an uncertain AMT

RETIREMENT RIAS NOV 04, 2012
Cut exposure to Medicare taxes

RETIREMENT RETIREMENT PLANNING OCT 28, 2012
President Obama or President Romney?

RETIREMENT RETIREMENT PLANNING OCT 28, 2012
Scary: Retirement expectations, goals unrealistic

RETIREMENT RIAS OCT 26, 2012
Eight tax strategies for advisers to consider