Tax

Displaying 2741 results
The AMT is no longer a problem for many clients
RETIREMENT REGULATION AND LEGISLATION FEB 19, 2019
The AMT is no longer a problem for many clients

With income thresholds higher and a lower SALT deduction after tax reform, the AMT will realistically only apply to wealthy Americans with out-of-the-ordinary tax events.

LifeYield provides advisers a roadmap to optimize portfolio tax efficiency
RETIREMENT FINTECH FEB 19, 2019
LifeYield provides advisers a roadmap to optimize portfolio tax efficiency

After determining a client is paying unnecessary taxes, LifeYield will recommend specific trades.

The only certainty is death, taxes, and muni advantages
RETIREMENT OPINION FEB 14, 2019
The only certainty is death, taxes, and muni advantages

Readers are flocking to stories on tax-free munis — but why?

Rubio wants to curb stock buybacks encouraged by 2017 tax law
RETIREMENT REGULATION AND LEGISLATION FEB 13, 2019
Rubio wants to curb stock buybacks encouraged by 2017 tax law

Buybacks are diverting cash companies should be using to make capital investments, GOP senator says.

Bills would allow employers to help workers pay off student debt, tax-free
RETIREMENT RETIREMENT PLANNING FEB 13, 2019
Bills would allow employers to help workers pay off student debt, tax-free

Tackling growing loan burdens sparks bipartisan interest on Capitol Hill.

Rules for claiming Social Security at 70
RETIREMENT RETIREMENT PLANNING FEB 11, 2019
Rules for claiming Social Security at 70

Some individuals' benefits will begin automatically; others have to take action.

IRS sends out fewer refund checks first week of tax season than last year
RETIREMENT TAX FEB 08, 2019
IRS sends out fewer refund checks first week of tax season than last year

Employees who handle refund processing were furloughed for most of that time.

Limited deduction rubs SALT into taxpayer wounds
RETIREMENT REGULATION AND LEGISLATION FEB 08, 2019
Limited deduction rubs SALT into taxpayer wounds

Financial advisers bear bad news related to the state and local tax deduction that could surprise clients.

Latest tax proposal from Democrats targets Wall Street
RETIREMENT TAX FEB 07, 2019
Latest tax proposal from Democrats targets Wall Street

Sen. Brian Schatz, a Hawaii Democrat, is working on a plan that would tax financial trade.

Trump 'open to talking about' revisions on SALT cap
RETIREMENT TAX FEB 07, 2019
Trump 'open to talking about' revisions on SALT cap

The cap is a key revenue raiser in the $1.5 trillion tax-code overhaul.

Trump State of the Union: What advisers want to hear
RETIREMENT RETIREMENT PLANNING FEB 05, 2019
Trump State of the Union: What advisers want to hear

Some say he should take credit for the economy, others want him to reach across the aisle on taxes and health care.

Why muni bond dealers welcome the tax-the-rich push
RETIREMENT FIXED INCOME FEB 04, 2019
Why muni bond dealers welcome the tax-the-rich push

State and local government bonds tend to outperform when taxes are rising.

Don't wait too long to claim Social Security
RETIREMENT RETIREMENT PLANNING FEB 04, 2019
Don't wait too long to claim Social Security

Delayed retirement credits end at 70, so there's no reason to defer claiming beyond that age.

Hedge fund creates the ultimate tax-free IRA for employees
RETIREMENT RETIREMENT PLANNING FEB 01, 2019
Hedge fund creates the ultimate tax-free IRA for employees

Renaissance Technologies workers have seen their Roth IRA holdings in its Medallion Fund grow eight-fold in five years.

Should we treat the super-rich as our piggy bank?
RETIREMENT TAX FEB 01, 2019
Should we treat the super-rich as our piggy bank?

Consider what happens if we simply invest in programs to benefit the non-rich.

Calculating Social Security survivor amounts
RETIREMENT RETIREMENT PLANNING DEC 21, 2018
Calculating Social Security survivor amounts

What happens to the survivor if a worker dies before claiming benefits?

For some women, widowhood produces a windfall — and plenty of headaches
RETIREMENT RETIREMENT PLANNING DEC 20, 2018
For some women, widowhood produces a windfall — and plenty of headaches

Women who are beneficiaries of their late husbands' estates could be shocked at how much more they owe in taxes.

Surprise tax hit awaits investors in hedge funds
RETIREMENT ALTERNATIVES DEC 20, 2018
Surprise tax hit awaits investors in hedge funds

As result of new cap on deductions, trader hedge funds like Point72 likely to see increase on their tax bills.

New tax laws invite strategic sidestepping
RETIREMENT RETIREMENT PLANNING DEC 20, 2018
New tax laws invite strategic sidestepping

Uncertainty looms, but there may be some good news ahead for taxpayers.

Calculating Social Security survivor amounts
RETIREMENT RETIREMENT PLANNING DEC 19, 2018
Calculating Social Security survivor amounts

What happens to the survivor if a worker dies before claiming benefits?