Tax

Displaying 2741 results
When to buy Medigap insurance
RETIREMENT RETIREMENT PLANNING AUG 26, 2019
When to buy Medigap insurance

Rise in Medigap premiums is outpacing Social Security's cost-of-living adjustment, and the disparity is likely to get worse in 2020.

Social Security rules for nonworking spouses
RETIREMENT RETIREMENT PLANNING AUG 19, 2019
Social Security rules for nonworking spouses

Worker must claim benefits to trigger the spousal benefit for a mate.

5 reasons to keep some funds in traditional IRAs, even for Roth IRA lovers
RETIREMENT RETIREMENT PLANNING AUG 19, 2019
5 reasons to keep some funds in traditional IRAs, even for Roth IRA lovers

Clients can use traditional IRAs to realize tax benefits related to medical expenses, business losses and charitable contributions.

IRS sends second round of warnings to crypto investors
RETIREMENT ALTERNATIVES AUG 16, 2019
IRS sends second round of warnings to crypto investors

Latest batch of letters signal that the agency is increasing its focus on cryptocurrency tax compliance.

Fee-based annuities still require caution, despite IRS olive branch
RETIREMENT RIAS AUG 14, 2019
Fee-based annuities still require caution, despite IRS olive branch

The agency may have fixed a big tax problem for RIAs, but issues remain with many fee-based products.

This new tax rule could be a 'recession bomb'
RETIREMENT REGULATION AND LEGISLATION AUG 13, 2019
This new tax rule could be a 'recession bomb'

Rules around net operating losses would take away a helpful cash infusion for businesses in years when they lose money.

Clients worry about future Social Security cuts
RETIREMENT RETIREMENT PLANNING AUG 12, 2019
Clients worry about future Social Security cuts

Advisers need to monitor the political landscape and develop backup plans.

IRS delivers 'game changer' for fee-based annuities
RETIREMENT LIFE INSURANCE AND ANNUITIES AUG 09, 2019
IRS delivers 'game changer' for fee-based annuities

Agency issued a private letter ruling to Nationwide indicating that pulling an advisory fee from the annuity doesn't create a taxable event.

Wealthy clients likely missed out on pass-through tax deduction
RETIREMENT REGULATION AND LEGISLATION AUG 08, 2019
Wealthy clients likely missed out on pass-through tax deduction

Is your business qualified for the pass-through deduction? Find out and see if you can get it

Social Security and Medicare issues get personal
RETIREMENT RETIREMENT PLANNING AUG 06, 2019
Social Security and Medicare issues get personal

Forced to slow down, our columnist has a lot to think about concerning her future.

Recession indicator pushed to highest alert since 2007
RETIREMENT REGULATION AND LEGISLATION AUG 05, 2019
Recession indicator pushed to highest alert since 2007

The move follows reports that China is responding to U.S. president's threat of more tariffs.

Advisers resist SECURE Act provision to limit inherited IRAs
RETIREMENT RETIREMENT PLANNING AUG 02, 2019
Advisers resist SECURE Act provision to limit inherited IRAs

Provision would pay for other aspects of retirement-savings bill.

Crypto tax avoiders face IRS roulette: Confess, or try to hide
RETIREMENT FINTECH AUG 01, 2019
Crypto tax avoiders face IRS roulette: Confess, or try to hide

What should taxpayers do if they get an IRS letter warning that they may owe taxes on their digital holdings?

IRS takes on cryptocurrencies
RETIREMENT FINTECH AUG 01, 2019
IRS takes on cryptocurrencies

Government struggles to enforce tax laws on digital currency as Bitcoin breaks $10,000 mark.

IRS is tracking down 10,000 cryptocurrency owners who may have failed to pay taxes
RETIREMENT FINTECH JUL 26, 2019
IRS is tracking down 10,000 cryptocurrency owners who may have failed to pay taxes

The agency is sending letters to warn taxpayers they may be subject to penalties for skirting taxes.

Schwab Charitable pegs 33% rise in grants to market strength, tax changes
RETIREMENT TAX JUL 23, 2019
Schwab Charitable pegs 33% rise in grants to market strength, tax changes

Group says 66% of contributions to donor-advised funds in fiscal 2019 were non-cash assets.

Social Security has special rules for divorce
RETIREMENT RETIREMENT PLANNING JUL 23, 2019
Social Security has special rules for divorce

Ex-spouses have more claiming options than married couples.

Elizabeth Warren declares war on private equity 'vampires'
RETIREMENT ALTERNATIVES JUL 18, 2019
Elizabeth Warren declares war on private equity 'vampires'

The presidential candidate proposes restricting PE firms' ability to pay themselves 'monitoring fees' and dividends, while limiting their ability to use tax breaks for the debt placed on companies they buy

Battle against SALT deduction reignited by lawsuit
RETIREMENT REGULATION AND LEGISLATION JUL 17, 2019
Battle against SALT deduction reignited by lawsuit

New York, New Jersey and Connecticut sue Trump administration once again over 2017 tax law's most contentious provision.

Women in two-income households face greatest retirement risk
RETIREMENT RETIREMENT PLANNING JUL 16, 2019
Women in two-income households face greatest retirement risk

Lifestyle creep, under-saving and lower Social Security benefits to blame.