Tax

Displaying 2748 results
SECURE Act opens up planning opportunities for advisers
RETIREMENT OPINION DEC 20, 2019
SECURE Act opens up planning opportunities for advisers

The measure will have wide-reaching effects on retirement and estate planning for most people

Opportunity zone tax break eligibility finalized by Treasury
RETIREMENT REGULATION AND LEGISLATION DEC 20, 2019
Opportunity zone tax break eligibility finalized by Treasury

The regulations outline who qualifies for tax breaks and the penalties for breaking the rules

Retirement plan advisers could see increase in business under SECURE Act
RETIREMENT RETIREMENT PLANNING DEC 20, 2019
Retirement plan advisers could see increase in business under SECURE Act

House votes to repeal SALT cap
RETIREMENT REGULATION AND LEGISLATION DEC 19, 2019
House votes to repeal SALT cap

But residents of high-tax states shouldn't get excited — the measure is dead on arrival in the Senate.

RETIREMENT OPINION DEC 19, 2019
How proposals to tax more wages could boost Social Security benefits — or not

One possible way to improve the solvency of the Social Security system is to boost the amount of earnings subject to the payroll tax.

Reducing potential family conflicts
RETIREMENT OPINION DEC 09, 2019
Reducing potential family conflicts

Even a close family can have quarrels during the estate planning process.

Trump tax cut sets off boom in taxable munis
RETIREMENT FIXED INCOME NOV 22, 2019
Trump tax cut sets off boom in taxable munis

Once sleepy corner of municipal bond market has seen issuance double this year

Wealthy amass record $121 billion in tax-sheltered accounts
RETIREMENT TAX NOV 12, 2019
Wealthy amass record $121 billion in tax-sheltered accounts

More than $37 billion flowed into donor-advised funds last year as tax reform increased interest.

Elizabeth Warren's wealth-tax proposal could spur exodus to alternative assets
RETIREMENT TAX NOV 08, 2019
Elizabeth Warren's wealth-tax proposal could spur exodus to alternative assets

Billionaires 'would try to find assets that they can hide.'

RETIREMENT RETIREMENT PLANNING OCT 24, 2019
Why more seniors are working longer

Improved health, changing job characteristics and Social Security rules are responsible for the graying workforce.

The key to avoiding mutual fund capital gains distributions
RETIREMENT MUTUAL FUNDS OCT 22, 2019
The key to avoiding mutual fund capital gains distributions

Some strategies work better than others, but low portfolio turnover is a good predictor of potential tax consequences.

IRS releases new guidance on cryptocurrency
RETIREMENT REGULATION AND LEGISLATION OCT 09, 2019
IRS releases new guidance on cryptocurrency

Reporting rules make clear how agency expects income from crypto holdings to be reported on tax returns.

Taxes are one thing – not the 'only' thing
RETIREMENT OPINION SEP 27, 2019
Taxes are one thing – not the 'only' thing

Focus on after-tax returns and take advantage of tax-efficient structures when available.

SoFi refunds investors for tax hit caused by proprietary ETFs
RETIREMENT FINTECH SEP 23, 2019
SoFi refunds investors for tax hit caused by proprietary ETFs

Action reminds one expert of SEC requirement regarding improper share classes.

Warren's wealth tax could create compliance challenges
RETIREMENT REGULATION AND LEGISLATION SEP 19, 2019
Warren's wealth tax could create compliance challenges

Economists determining how much someone is worth could lead to contentious standoffs between taxpayers and the IRS.

Funding an HSA with an IRA
RETIREMENT RETIREMENT PLANNING SEP 17, 2019
Funding an HSA with an IRA

Although the ability to move funds from an IRA to an HSA is limited, it can be a valuable way to deploy IRA funds.

Elizabeth Warren proposes boosting Social Security benefits by raising taxes
RETIREMENT RETIREMENT PLANNING SEP 12, 2019
Elizabeth Warren proposes boosting Social Security benefits by raising taxes

Her plan would hike payroll taxes on incomes over $250,000 to increase monthly benefits by $200.

2020 Social Security COLA expected to be 1.6%
RETIREMENT RETIREMENT PLANNING SEP 12, 2019
2020 Social Security COLA expected to be 1.6%

The unofficial estimate would represent the smallest increase in benefits in three years.

Senator Ron Wyden suggests annual tax on assets of rich
RETIREMENT REGULATION AND LEGISLATION SEP 12, 2019
Senator Ron Wyden suggests annual tax on assets of rich

Top Democrat on the Senate Finance Committee, seeks to change longstanding tax code that taxes aren't due until something is sold.

The silver lining of a casualty loss: The tax deduction
RETIREMENT TAX SEP 12, 2019
The silver lining of a casualty loss: The tax deduction

Only losses caused by events the president declares eligible for federal disaster relief are tax-deductible.