Tax

Displaying 2748 results
INmail: Spousal benefit math when claiming before full retirement age
RETIREMENT RETIREMENT PLANNING JUN 29, 2020
INmail: Spousal benefit math when claiming before full retirement age

By claiming her Social Security early, will my client's benefits be permanently reduced?

IRS widens eligibility to undo RMDs
RETIREMENT RETIREMENT PLANNING JUN 24, 2020
IRS widens eligibility to undo RMDs

Those who took required minimum distributions in January are allowed to undo them, and the timeframe for doing so extends through Aug. 31

Social Security withholds retroactive retirement benefits
RETIREMENT RETIREMENT PLANNING JUN 24, 2020
Social Security withholds retroactive retirement benefits

The agency is delaying lump-sum payouts of back benefits amid the pandemic

INmail: Get phone help from Social Security Admin during the pandemic
RETIREMENT RETIREMENT PLANNING JUN 22, 2020
INmail: Get phone help from Social Security Admin during the pandemic

Receiving Social Security benefits on someone else’s earnings record.

IRS provides expanded tax breaks for coronavirus-related distributions
RETIREMENT RETIREMENT PLANNING JUN 22, 2020
IRS provides expanded tax breaks for coronavirus-related distributions

The guidance allows more people to withdraw funds penalty-free from their retirement savings

Social Security underpays more than 15,000 survivors
RETIREMENT RETIREMENT PLANNING JUN 15, 2020
Social Security underpays more than 15,000 survivors

An audit shows many retired widows and widowers are due higher survivor benefits

Tax refunds for IRAs? How about groceries instead?
RETIREMENT RETIREMENT PLANNING JUN 15, 2020
Tax refunds for IRAs? How about groceries instead?

If the CARES Act stimulus checks are any indication, more people will need the money for basic expenses

Retirement planning fintech highlights tax impacts on clients
RETIREMENT FINTECH JUN 10, 2020
Retirement planning fintech highlights tax impacts on clients

The Timelineapp tool helps advisers decide the best combination of tax-deferred and brokerage account withdrawals for clients

INmail: Switching between retirement and survivor benefits
RETIREMENT RETIREMENT PLANNING JUN 08, 2020
INmail: Switching between retirement and survivor benefits

Could I stop collecting my retirement benefit, switch to my survivors benefit and then switch back to my retirement benefit at age 70?

Tax planning is a hot topic amid a pandemic and a looming election
RETIREMENT RETIREMENT PLANNING JUN 01, 2020
Tax planning is a hot topic amid a pandemic and a looming election

Most advisers expect tax rates to go up, but opinions vary on how and when to plan for it

Advisers give Donald Trump the edge over Joe Biden in reelection bid
RETIREMENT TAX JUN 01, 2020
Advisers give Donald Trump the edge over Joe Biden in reelection bid

InvestmentNews survey shows economic recovery, pandemic response are key issues in determining the president's political fate

4 unusual IRA issues related to deaths in 2020
RETIREMENT RETIREMENT PLANNING MAY 29, 2020
4 unusual IRA issues related to deaths in 2020

New tax rules for this year may change the results that you expected

Crisis can be a catalyst to clarify goals, create sustainable impact
RETIREMENT OPINION MAY 28, 2020
Crisis can be a catalyst to clarify goals, create sustainable impact

While charitable giving will remain an ongoing need, now is also the time for more robust legacy and generational wealth transfer planning

Roth conversions pick up amid expectations that taxes will rise
RETIREMENT RETIREMENT PLANNING MAY 22, 2020
Roth conversions pick up amid expectations that taxes will rise

The stock market declines helped by shrinking the value of accounts, as well as the tax bill for converting assets

Retiring at 65 may still be the norm, despite Social Security changes
RETIREMENT RETIREMENT PLANNING MAY 19, 2020
Retiring at 65 may still be the norm, despite Social Security changes

A phased extension of the full retirement age to 67 has changed claiming behavior, but not retirement, according to new research

Social Security has a quick cash solution
RETIREMENT RETIREMENT PLANNING MAY 19, 2020
Social Security has a quick cash solution

Clients 66 and older can request a lump-sum payment and still earn bigger future benefits

What COVID-19 college refunds and online classes mean for 529 plans
RETIREMENT TAX MAY 12, 2020
What COVID-19 college refunds and online classes mean for 529 plans

Parents should consider putting partial refunds back into 529 accounts or applying it to fall tuition – unless students take a gap year

The ABCs of coronavirus-related distributions
RETIREMENT RETIREMENT PLANNING MAY 12, 2020
The ABCs of coronavirus-related distributions

Who qualifies to pull money penalty-free from IRAs and company retirement plans under the relief provided by the CARES Act

No Social Security cost-of-living boost likely in 2021
RETIREMENT RETIREMENT PLANNING MAY 12, 2020
No Social Security cost-of-living boost likely in 2021

The plunge in oil prices is expected to eliminate any benefit increase for next year

BlackRock's Fink sees mass bankruptcies, higher taxes
RETIREMENT TAX MAY 07, 2020
BlackRock's Fink sees mass bankruptcies, higher taxes

The CEO sees taxes rising for individuals and companies, and predicted the corporate rate will be raised from the current 21% up to 28% or 29%