Tax

Displaying 2749 results
Wealthy Americans in line for $1.4M average tax cut under Pawlenty plan
RETIREMENT RIAS SEP 20, 2012
Wealthy Americans in line for $1.4M average tax cut under Pawlenty plan

Independent analysis shows bulk of tax savings to go to wealthiest filers; 'much less progressive'

RETIREMENT RETIREMENT PLANNING SEP 10, 2012
Mary Beth Franklin: Social Security math quiz

How Social Security calculates spousal benefits. It's more complicated than you think.

RETIREMENT RIAS SEP 09, 2012
Fiscal future rides on ballot

At their party conventions, Democrats put the wealthy squarely in the cross hairs for tax hikes, while Republicans promoted tax cuts for all income levels.

RETIREMENT RETIREMENT PLANNING SEP 06, 2012
Working longer no lock for comfortable retirement

Even though their savings are depleted, many clients still think they can have a comfortable retirement -- as long as they work a few years longer. They might want to rethink that plan.

GOP eager to cut taxes — but which ones?
RETIREMENT RIAS SEP 06, 2012
GOP eager to cut taxes — but which ones?

Campaigning on lowering tax man's bite without offering specifics; 'taking their lives into their hands'

Secret weapon for maxing out Social Security? Your spouse
RETIREMENT RETIREMENT PLANNING SEP 06, 2012
Secret weapon for maxing out Social Security? Your spouse

With the right elections, married couples can dramatically up their payouts

How you can collect on your ex
RETIREMENT RETIREMENT PLANNING SEP 04, 2012
How you can collect on your ex

Answers to some questions about Social Security claiming strategies for divorced spouses.

RETIREMENT BROKER DEALERS SEP 04, 2012
Cetera Financial strikes again, snagging B-D with 2,000 advisers

RETIREMENT RETIREMENT PLANNING SEP 02, 2012
Advisers blow Social Security benefits quiz

RETIREMENT RETIREMENT PLANNING AUG 29, 2012
DIY Social Security? Even GOP has given up

RETIREMENT RETIREMENT PLANNING AUG 28, 2012
It's not too late to boost Social Security benefits

Can someone who collects reduced retirement benefits early, say at 62, suspend his benefits later and still earn delayed retirement credits? The answer is yes.

RETIREMENT TAX AUG 27, 2012
'Roadmap' a boon to investors

Ryan plan a boon to investors
RETIREMENT RIAS AUG 27, 2012
Ryan plan a boon to investors

Mitt Romney's running mate aims to close the budget deficit while dramatically cutting taxes on investment income. Good news for advisers and clients, but is the parlay even possible?

RETIREMENT RETIREMENT PLANNING AUG 26, 2012
Keeping your clients from grabbing the cookie

RETIREMENT RETIREMENT PLANNING AUG 26, 2012
How to collect on a former spouse

RETIREMENT RETIREMENT PLANNING AUG 19, 2012
Retirement's bleak end

RETIREMENT RETIREMENT PLANNING AUG 19, 2012
One way to boost Social Security benefits: A do-over

Early returns show advisers like Ryan pick
RETIREMENT RIAS AUG 16, 2012
Early returns show advisers like Ryan pick

Advisers say adding fiscal hawk Paul Ryan to the GOP ticket could beef up Mitt Romney's conservative cred

Poll finds four in 10 favor ending tax cuts for wealthy
RETIREMENT RIAS AUG 16, 2012
Poll finds four in 10 favor ending tax cuts for wealthy

A Pew Research Center poll has found that 44% of U.S. taxpayers believe that higher taxes for those earning over $250K would be good for economy and would make the tax system fairer

Will Paul Ryan's reality be too scary for voters?
RETIREMENT TAX AUG 15, 2012
Will Paul Ryan's reality be too scary for voters?

Romney's veep pick encourages honest math