Tax

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RETIREMENT PRACTICE MANAGEMENT MAR 09, 2011
How advisers can avoid IRS scrutiny

The IRS has just given the green light to Paul — on his 2007 tax return

RETIREMENT TAX MAR 09, 2011
Estate tax limbo is keeping lawyers busy

With fewer than a dozen weeks remaining until the end of the year, estate attorneys are scrambling to make sure that ultrarich families who have lost a family member this year make the most of 2010's unusual estate tax lapse

Deferral denial? Annuity tax alteration would wound middle class
RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 02, 2011
Deferral denial? Annuity tax alteration would wound middle class

IRI report is pre-emptive strike against possible tax change

RETIREMENT PRACTICE MANAGEMENT MAR 01, 2011
Tax change for S corps, LLPs 'would create havoc'

Treasury boss Timothy Geithner say the department is considering overhauling the current tax set-up. On the radar: reclassifying the status of pass-through businesses — including LLPs and S corps. Yikes.

RETIREMENT TAX FEB 27, 2011
Tying the financial knot

They say that love is blind, but marriage is a real eye-opener

RETIREMENT RETIREMENT PLANNING FEB 20, 2011
Your 2011 Roth IRA questions answered

Last year, many financial advisers worked with clients to implement Roth conversions

Buffett: Trickle-down theory is bunk
RETIREMENT TAX FEB 18, 2011
Buffett: Trickle-down theory is bunk

Oracle of Omaha says rich folks should pay more in taxes; 'we have it better than we've ever had it'

Obama takes tax whack at insurers
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 17, 2011
Obama takes tax whack at insurers

President's budget would end break on corporate-owned insurance; dividends-received reduction also targeted

Advisers: How to avoid an IRS audit this year
RETIREMENT TAX FEB 17, 2011
Advisers: How to avoid an IRS audit this year

The taxman enforceth — now more than ever. Here are a few simple suggestions to stay out of harm's way.

Think tank urges cutting contributions to tax-deferred plans
RETIREMENT RETIREMENT PLANNING FEB 17, 2011
Think tank urges cutting contributions to tax-deferred plans

A proposal to cut by more than half the total amount employers and employees may contribute to their defined-contribution plans could spur some employers to kill the plans, industry lobbyists say.

Higher tax rates would cost average Joe $2,600
RETIREMENT TAX FEB 17, 2011
Higher tax rates would cost average Joe $2,600

Congressional failure to extend current marginal rates would slam middle-income earners; 'kick the can'

RETIREMENT TAX FEB 08, 2011
Don't overlook tax efficiency

People who are making financial preparations for retirement typically plan for expenses such as housing or health care but easily overlook one of the most significant categories that can affect their savings — taxes

RETIREMENT RETIREMENT PLANNING FEB 08, 2011
Tax cuts and Roth conversions

IRS issues new plan — and ominous warning — for secret account holders
RETIREMENT TAX FEB 07, 2011
IRS issues new plan — and ominous warning — for secret account holders

Tax man offers partial amnesty that 'gives people a chance to come in before we find them'

RETIREMENT ETFS JAN 30, 2011
Commodities ETFs can be taxing

Investors in hedge funds and limited partnerships are used to receiving these forms, which reflect an investor's proportionate share of a partnership's taxable income or loss

RETIREMENT TAX JAN 20, 2011
Good news for planners: Bill aims to scuttle tax strategy patents

Patent Reform Act would scrap patents for complicated tax ploys and corresponding advice

RETIREMENT TAX JAN 06, 2011
Will Congress play 'kick the can' with tax rates?

Lame-duck lawmakers may end up extending expiring Bush era rates; 'a drama that will take a while to sort out'

RETIREMENT TAX JAN 02, 2011
Don't overlook tax efficiency

RETIREMENT FIXED INCOME JAN 02, 2011
How to start the year off right

Will cost-basis reporting help or muddle clients?
RETIREMENT TAX DEC 23, 2010
Will cost-basis reporting help or muddle clients?

New IRS rules kick in next year; outcomes 'they don't expect'