Tax

Displaying 2741 results
Georgia Senate races could determine fate of Biden agenda
RETIREMENT REGULATION AND LEGISLATION NOV 09, 2020
Georgia Senate races could determine fate of Biden agenda

Even 50-50 Democratic control presents challenges for the president-elect

INmail: When to claim survivor benefits
RETIREMENT RETIREMENT PLANNING NOV 09, 2020
INmail: When to claim survivor benefits

Survivor benefits are worth the maximum amount if they are collected at full retirement age.

Medicare premiums, surcharges to rise slightly in 2021
RETIREMENT RETIREMENT PLANNING NOV 08, 2020
Medicare premiums, surcharges to rise slightly in 2021

Income brackets to be adjusted for inflation for high-income retirees next year

Working at home may affect state taxes, says AIPCA
RETIREMENT TAX NOV 06, 2020
Working at home may affect state taxes, says AIPCA

Survey finds that 55% of those who have worked remotely are unaware of the possible tax effects

A divided government? No problem, most advisers say
RETIREMENT REGULATION AND LEGISLATION NOV 05, 2020
A divided government? No problem, most advisers say

There's a sense of relief that the extremes of both parties would be tamped down by a Biden presidency and a Republican Senate

INmail: The best month to start Social Security benefits
RETIREMENT RETIREMENT PLANNING NOV 02, 2020
INmail: The best month to start Social Security benefits

There is a different rule for people who claim Social Security benefits before full retirement age.

Don’t count Trump out, but adviser pundits make Biden favorite to win
RETIREMENT REGULATION AND LEGISLATION OCT 29, 2020
Don’t count Trump out, but adviser pundits make Biden favorite to win

Valliere, Gardner see a narrow Electoral College victory for the former vice president

Estate tax strategies heading into the election
RETIREMENT OPINION OCT 29, 2020
Estate tax strategies heading into the election

A new administration could mean estate tax changes happen sooner than expected

Collapse of three-legged stool threatens retirement security
RETIREMENT RETIREMENT PLANNING OCT 27, 2020
Collapse of three-legged stool threatens retirement security

The worsening outlook will likely trigger 401(k), Social Security reform

INmail: Social Security do-over options
RETIREMENT RETIREMENT PLANNING OCT 26, 2020
INmail: Social Security do-over options

Someone who has been collecting Social Security for more than a year can't stop her benefits now, but she might be able to in the future.

Pandemic fuels retirement fears, study finds
RETIREMENT RETIREMENT PLANNING OCT 21, 2020
Pandemic fuels retirement fears, study finds

The majority of workers affected by COVID-19 are pessimistic, a Wells Fargo study shows

Timely tax strategies on the eve of the election
RETIREMENT OPINION OCT 20, 2020
Timely tax strategies on the eve of the election

Tax rates are more advantageous now for realizing compensation and capital gains than they likely would be after a hypothetical 'blue wave' election

NYSE threatens to move out of New Jersey if trade tax is imposed
RETIREMENT REGULATION AND LEGISLATION OCT 19, 2020
NYSE threatens to move out of New Jersey if trade tax is imposed

A test in which the exchange temporarily moved its production servers out of New Jersey was successful, exec says

INmail: Birthdate foils ex-spouse’s Social Security claiming strategy
RETIREMENT RETIREMENT PLANNING OCT 19, 2020
INmail: Birthdate foils ex-spouse’s Social Security claiming strategy

Only people born on or before Jan. 1, 1954, have the right to file a restricted claim for spousal benefits.

Planning for uncertainty around Social Security
RETIREMENT OPINION OCT 19, 2020
Planning for uncertainty around Social Security

The shutdown caused by the pandemic threw millions of people out of work, which cut into the FICA payroll taxes that fund Social Security payments

How secure is Social Security?
RETIREMENT RETIREMENT PLANNING OCT 19, 2020
How secure is Social Security?

Advisers will need to act to help clients navigate what is potentially a looming financial crisis

New Jersey financial transaction tax set for Assembly hearing
RETIREMENT REGULATION AND LEGISLATION OCT 15, 2020
New Jersey financial transaction tax set for Assembly hearing

Amendments to reduce the size of the levy and set an expiration date likely to be considered

A better alternative to withdrawal rights in trusts for children
RETIREMENT OPINION OCT 13, 2020
A better alternative to withdrawal rights in trusts for children

Such rights can undermine protection from creditors, which is an important benefit of leaving assets in trust

Social Security announces 1.3% COLA for 2021
RETIREMENT REGULATION AND LEGISLATION OCT 13, 2020
Social Security announces 1.3% COLA for 2021

Benefits and taxable wages will increase by one of the smallest amounts ever next year

INmail: Divorce and Social Security offset rules
RETIREMENT RETIREMENT PLANNING OCT 12, 2020
INmail: Divorce and Social Security offset rules

if you receive a pension from a government job, including public school teachers in about a dozen states, your Social Security benefits may be reduced.