Tax

Displaying 2749 results
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.

RETIREMENT MUTUAL FUNDS JAN 24, 2010
Obama aims to hike taxes on investment fund managers

President Barack Obama during his State of the Union address called for increasing taxes on investment fund managers, oil companies and those making more than $250,000 a year.

RETIREMENT TAX JAN 21, 2010
Advisers find that conversions to Roth IRAs are a tough sell

With the upcoming changes to the Roth IRA conversion rules, financial advisers might think that clients would be banging down their doors to convert their traditional individual retirement accounts.

RETIREMENT TAX JAN 10, 2010
Proposal to tax transactions is misguided

RETIREMENT PRACTICE MANAGEMENT JAN 10, 2010
The chance to play quarterback

RETIREMENT TAX JAN 10, 2010
Busy signals at the IRS

RETIREMENT RIAS JAN 08, 2010
State tax collections dip, raising concerns about muni bonds

“Headline risk” associated with municipal bonds went up today when the U.S. Census Bureau released data that state government tax collections totaled $715.2 billion in fiscal year 2009. That's a decrease of nearly $67 billion (8.6%) from fiscal 2008.

RETIREMENT TAX JAN 07, 2010
Taxes, recession and the Shawshank solution

Remember the last scene of “The Shawshank Redemption,” when Andy Dufresne is fixing his boat on the beach in Mexico? I've always loved the resolution of that movie because our innocent hero has triumphed over evil and walked away with enough money to live the rest of his life exactly as he wants.

RETIREMENT TAX JAN 06, 2010
Fla. judge won't delay prison for UBS informant

A federal judge refused Monday to postpone prison or consider a lighter sentence for a former Swiss banker-turned-informant who helped launch a massive U.S. tax evasion investigation into banking giant UBS AG.

RETIREMENT TAX JAN 06, 2010
Bill aims to crack down on overseas tax cheats

Key lawmakers unveiled a bill Tuesday aiming to crack down on wealthy tax dodgers hiding money overseas.

RETIREMENT RIAS JAN 04, 2010
Swiss unveil criteria for tax disclosure on private accounts

U.S. clients with more than 1 million Swiss Francs in offshore accounts with UBS could be ratted out.

RETIREMENT TAX JAN 04, 2010
Former UBS client who hid $8M gets sentenced to prison

A New York businessman who admitted hiding assets worth $8 million with Swiss bank UBS AG was sentenced to three months in prison for a Florida tax conviction.

RETIREMENT MUTUAL FUNDS JAN 03, 2010
ICI: Transaction tax would take big bite out of fund returns

High on the mutual fund industry's “to do” list is defeating legislation that would impose a $150 billion-per-year tax on securities transactions.