Tax

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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

Advisers stepping up with tax tips accountants are ignoring
RETIREMENT TAX MAY 09, 2012
Advisers stepping up with tax tips accountants are ignoring

Coming tax law changes necessitate a closer look at strategies

RETIREMENT TAX MAY 09, 2012
Advisers worry about future of retirement savings incentives

RETIREMENT TAX MAY 09, 2012
The 'Buffett rule' is getting old

Social Security will be tapped out sooner than expected, warn Trustees
RETIREMENT RETIREMENT PLANNING MAY 07, 2012
Social Security will be tapped out sooner than expected, warn Trustees

Program costs of Trust Funds to exceed non-interest income this year; well runs dry by 2033

UBS wins dismissal of billionaire's tax lawsuit
RETIREMENT REGULATION AND LEGISLATION MAY 03, 2012
UBS wins dismissal of billionaire's tax lawsuit

A lawsuit filed by Igor Olenicoff, who blamed UBS for his failure to disclose about $200M in offshore accounts, has been dismissed

RETIREMENT RETIREMENT PLANNING MAY 03, 2012
Social Security and the single retiree

When the tax man cometh for our troops
RETIREMENT TAX MAY 02, 2012
When the tax man cometh for our troops

In addition to worrying about terrorists and buried bombs, it turns out that about 60,000 active-duty troops and reservists have another fear-inducing group gunning for them: the Internal Revenue Service.

RETIREMENT RETIREMENT PLANNING MAY 02, 2012
When an IRA deduction is denied