Tax

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Plasma screens, day spas? Nope – filers have other plans for their IRS refunds
RETIREMENT RIAS APR 09, 2010
Plasma screens, day spas? Nope – filers have other plans for their IRS refunds

Of those taxpayers who are getting money back, 30% said they intend to pay down debt, 28% say they will save or invest, and 26% anticipate spending their refund on food or utility bills.

RETIREMENT TAX APR 05, 2010
Look out for hidden swap taxes

Buried in the jobs creation law signed by President Barack Obama last month were a number of tax and reporting provisions that have nothing to do with employment opportunities.

IRS targeting tax evaders at 20 Swiss banks, UBS says
RETIREMENT TAX APR 05, 2010
IRS targeting tax evaders at 20 Swiss banks, UBS says

The bank urges the Swiss parliament to sign a tax treaty with the U.S. -- or risk winding up on Uncle Sam's blacklist

RETIREMENT PRACTICE MANAGEMENT MAR 28, 2010
Advisers prep antidotes for tax hike

Investor concern over the cost of health care reform is likely to manifest itself in a flood of questions to financial advisers about how best to protect assets from an expected hike in taxes.

Health care reform: Fast facts on investment income tax and other key changes
RETIREMENT RIAS MAR 24, 2010
Health care reform: Fast facts on investment income tax and other key changes

President Barack Obama signed a major health care overhaul bill Today. Here are some of its features, along with details on a package of changes to the legislation under consideration by the Senate this week.

Health bill's tax toll: What will it mean for the rich?
RETIREMENT RIAS MAR 24, 2010
Health bill's tax toll: What will it mean for the rich?

With the passage of the health care bill, investors will see the tax rate on long-term capital gains jump to 23.8%, raising questions for investors looking to protect their assets

RETIREMENT TAX MAR 24, 2010
Tax question? Good luck getting through to the IRS

Need help with your taxes? Good luck reaching someone on the phone at the Internal Revenue Service.

RETIREMENT RIAS MAR 23, 2010
Obama's health care reform complicates cap gains picture

The debate over whether to take capital gains this year heated up yesterday when the House passed health care reform legislation.

RETIREMENT RETIREMENT PLANNING MAR 23, 2010
Obama wants to apply Medicare tax to investment income

President Barack Obama's health plan proposal would extend Medicare taxes to the investment income of higher-earning households.

RETIREMENT RETIREMENT PLANNING MAR 22, 2010
Roth apathy is the real gamble

For advisers and their clients, making a fully informed, balanced decision not to convert to a Roth IRA is — unequivocally — a legitimate choice.

Insurers pan Obama's proposed tax on investment income
RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 19, 2010
Insurers pan Obama's proposed tax on investment income

The American Council of Life Insurers today blasted a newly floated tax proposal on unearned income — part of a series of suggested changes to the Patient Protection and Affordable Care Act of 2009.

RETIREMENT RIAS MAR 16, 2010
High anxiety for clients amid tax time

Financial advisers this tax season are coping with what they say is an unprecedented level of client anxiety over recent tax code changes and the potential for higher taxes.

The most tax-efficient way to own gold
RETIREMENT TAX MAR 16, 2010
The most tax-efficient way to own gold

Taxes on gold can be complicated and costly, but there are tax-efficient ways to participate in the gold market. Find out how in this article

RETIREMENT RETIREMENT PLANNING MAR 02, 2010
Medicare tax may apply to investment income

President Barack Obama's health plan proposal would extend Medicare taxes to the investment income of higher-earning households.

Estate Tax Void has Unintended Consequences
RETIREMENT TAX FEB 22, 2010
Estate Tax Void has Unintended Consequences

There is good news and bad news having no estate tax this year.

RETIREMENT RIAS FEB 21, 2010
Wash. State floats 'shocking' changes to estate tax

A bill has been introduced in the Washington state legislature that would double estate taxes for residents.

RETIREMENT REGULATION AND LEGISLATION FEB 19, 2010
Tax break for the bamboozled? State eyes Ponzi loss carryback

An Idaho senator says people who have lost money in fraudulent investment schemes should be able to write off more of their state income taxes.

RETIREMENT RIAS FEB 17, 2010
Taxpayers on track to get record $180B in refunds

That's good news for consumer-oriented companies, which are likely to benefit from more incremental spending

RETIREMENT RIAS FEB 07, 2010
A tale of taxes - and superior service

I would like to share a story about great client service from a financial adviser.

RETIREMENT RIAS JAN 26, 2010
California couple sues VALIC over its annuity sales practices

A California couple has filed suit against The Variable Annuity Life Insurance Co., an American International Group Inc. subsidiary, claiming that the company's sales agents misled investors about the tax advantages of using variable annuities in qualified retirement plans.