Tax

Displaying 2749 results
RETIREMENT RIAS JUN 17, 2012
Contemplating an 18% long-term rate

RETIREMENT RIAS JUN 17, 2012
Senate's Baucus sees opportunity to reshape Tax Code

Mary Beth Franklin reveals the magic number for claiming Social Security
RETIREMENT RETIREMENT PLANNING JUN 15, 2012
Mary Beth Franklin reveals the magic number for claiming Social Security

Secret to getting the most money from Uncle Sam is like the secret of comedy: Timing

CPAs seek estate tax certainty from Congress
RETIREMENT RIAS JUN 14, 2012
CPAs seek estate tax certainty from Congress

CPAs say uncertainty impedes proper estate planning, places undue burden on taxpayers

RETIREMENT TAX JUN 13, 2012
Are incentive fees coming to funds?

80 the new 65? Retirement age needs radical adjustment, says AIG boss
RETIREMENT RETIREMENT PLANNING JUN 12, 2012
80 the new 65? Retirement age needs radical adjustment, says AIG boss

AIG boss Robert Benmosche has offered a radical yet simple solution to gaping shortfalls in government pension and medical programs. Push the retirement age back -- way back.

U.S. Senate's Baucus sees opportunity to reshape tax code
RETIREMENT TAX JUN 10, 2012
U.S. Senate's Baucus sees opportunity to reshape tax code

'Out of control' tax code needs to be updated for this century: Senator Max Baucus

Advisers back Romney, believe Obama's in front
RETIREMENT RIAS JUN 05, 2012
Advisers back Romney, believe Obama's in front

A new survey shows the majority of advisers would like to see Mitt Romney elected President. But those same advisers also believe they're in the minority on that score.

RETIREMENT RETIREMENT PLANNING JUN 05, 2012
Want a smaller tax bite in retirement? It all depends on where you take income from

Carried interest tax break 'indefensible,' says Calpers CIO
RETIREMENT REGULATION AND LEGISLATION MAY 30, 2012
Carried interest tax break 'indefensible,' says Calpers CIO

Dear slams 15% rate for PE firms, citing its 'gross unfairness'

Romney tax plan will ratchet down rates, deduct deductions: Source
RETIREMENT REGULATION AND LEGISLATION MAY 30, 2012
Romney tax plan will ratchet down rates, deduct deductions: Source

INcite: Romney's tax returns shoot holes in his cap gain claim
RETIREMENT REGULATION AND LEGISLATION MAY 30, 2012
INcite: Romney's tax returns shoot holes in his cap gain claim

Even with much higher rates, Bain had little trouble attracting capital

Gay-marriage laws leave disparities in federal tax treatment
RETIREMENT RIAS MAY 30, 2012
Gay-marriage laws leave disparities in federal tax treatment

A same-sex marriage law that took effect July 24 in New York doesn't mean those couples can count on the same tax treatment that heterosexual unions receive, a discrepancy that some lawmakers and companies are seeking to mitigate.

RETIREMENT EQUITIES MAY 27, 2012
Niche practice offers shield for advisers

Young workers on 401(k) offerings: We want sure things
RETIREMENT RETIREMENT PLANNING MAY 21, 2012
Young workers on 401(k) offerings: We want sure things

Gun-shy employees keen on investments that provide guaranteed income; little interest in diversification

Don't suffer an IRA tax faceplant
RETIREMENT RETIREMENT PLANNING MAY 16, 2012
Don't suffer an IRA tax faceplant

Mistakes with retirement account taxes are common with IRS rules so complex

RETIREMENT RETIREMENT PLANNING MAY 15, 2012
A case of two wives and one pension

Social Security makes a statement with virtual benefit estimates
RETIREMENT RETIREMENT PLANNING MAY 14, 2012
Social Security makes a statement with virtual benefit estimates

Important financial planning tool now available online

Romney aims to wield ax on max tax
RETIREMENT RIAS MAY 14, 2012
Romney aims to wield ax on max tax

Under plan, top marginat rate would top out at 28%; all personal income tax rates cut by a fifth

Wealthy Americans line up to give up passports in Swiss capital
RETIREMENT RIAS MAY 09, 2012
Wealthy Americans line up to give up passports in Swiss capital

Renouncements are up sevenfold in Bern since UBS whistle-blower triggered crackdown four years ago