Tax

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RETIREMENT RETIREMENT PLANNING AUG 12, 2012
Secret weapon for maxing out Social Security benefits? Your spouse

Hardly a day goes by that I don't receive an e-mail from <i>InvestmentNews</i> readers about strategies on how to claim Social Security.

RETIREMENT RIAS AUG 12, 2012
Court case is key for same-sex couples

Mary Beth Franklin: Clients short on understanding of longevity risk
RETIREMENT RETIREMENT PLANNING AUG 08, 2012
Mary Beth Franklin: Clients short on understanding of longevity risk

Average life expectancy merely an average, not a timetable

Older clients' young children a Social Security windfall
RETIREMENT RETIREMENT PLANNING AUG 08, 2012
Older clients' young children a Social Security windfall

Parents can trigger benefits for kids, delay collecting their own

RETIREMENT REGULATION AND LEGISLATION JUL 29, 2012
Estate tax a focus of fiscal-cliff debate

RETIREMENT RIAS JUL 29, 2012
More give up U.S. passports to skirt taxes

With taxes on the wealthy expected to rise dramatically, a small but increasing number of Americans are renouncing their U.S. citizenship. Is this smart planning or plain crazy? Advisers weigh in.

RETIREMENT RETIREMENT PLANNING JUL 27, 2012
Sen. Harkin proposes retirement plan revamp, Social Security fix

Sen. Tom Harkin, D-Iowa, on Friday proposed a way to bolster retirement savings at work, plus a series of improvements to Social Security.

RETIREMENT RIAS JUL 25, 2012
Estate tax becomes focal point of fiscal-cliff debate

GOP hopping mad that issue is left out of Senate Democratic bill.

Delaying Social Security benefits 'best deal in town'
RETIREMENT RETIREMENT PLANNING JUL 19, 2012
Delaying Social Security benefits 'best deal in town'

Convincing a client to delay taking Social Security may be a hard sell. But a little math shows why it's very good advice. IN's retirement expert, <b>Mary Beth Franklin</b>, runs the numbers for you.

Romney-style plan would sharply limit tax breaks, study says
RETIREMENT RIAS JUL 16, 2012
Romney-style plan would sharply limit tax breaks, study says

A Tax Policy Center study has estimated that in 2015, Romney would need to eliminate $320 billion in tax breaks, or 30% of the total, to pay for his proposed 20% reduction in tax rates.

Romney defeat could be big loss for capital gains
RETIREMENT RIAS JUL 16, 2012
Romney defeat could be big loss for capital gains

Election could be big loss for those with capital gains

Will 'taxmageddon' become a reality? Obama veto should seal the deal
RETIREMENT RIAS JUL 13, 2012
Will 'taxmageddon' become a reality? Obama veto should seal the deal

President promises to shoot down bill extending Bush era tax cuts for wealthy; does not augur well for HNW clients

One more year! Obama seeks to extend Bush tax cuts for middle-income families
RETIREMENT RIAS JUL 11, 2012
One more year! Obama seeks to extend Bush tax cuts for middle-income families

President Obama on Monday announced he wants to extend the Bush tax cuts for middle-income families -- for 12 months.

RETIREMENT RETIREMENT PLANNING JUL 10, 2012
Young workers want sure things as 401(k) options

Obama's re-election top concern of advisers: survey
RETIREMENT RIAS JUL 09, 2012
Obama's re-election top concern of advisers: survey

The latest Brinker Barometer survey shows that most advisers want this term to be Obama's last

RETIREMENT RIAS JUL 02, 2012
Couple who donated home for firefighters feeling burned by IRS

A Virginia couple who donated their house to local firefighters for a training exercise can't deduct the property's value from their federal income taxes, a divided U.S. Tax Court has ruled

Seven retirement questions all advisers should ask
RETIREMENT RETIREMENT PLANNING JUN 28, 2012
Seven retirement questions all advisers should ask

The answers can prove pivotal in setting up an investment program for clients, says professor

RETIREMENT ALTERNATIVES JUN 26, 2012
Falcone resigns as chairman, CEO of Harbinger Group

Founder of hedge fund firm Harbinger Capital Partners last year settled a probe by U.S. regulators by admitting improperly borrowing money from his fund to pay his personal taxes.

Romney draws sports team owners but players prefer Obama
RETIREMENT RIAS JUN 25, 2012
Romney draws sports team owners but players prefer Obama

Even the Yankees, Sawx rivalry carries over to owners' prexy picks

RETIREMENT RIAS JUN 21, 2012
Roth 401(k) gains popularity as way to ax retirees' taxes