Tax

Displaying 2741 results
Estate and tax experts weigh in on Trump report
RETIREMENT TAX OCT 03, 2018
Estate and tax experts weigh in on Trump report

Some say the methods used to avoid taxes were egregious, others maintain they are common practice.

House approves retirement-savings bill that eases use of annuities in workplace plans
RETIREMENT RETIREMENT PLANNING SEP 27, 2018
House approves retirement-savings bill that eases use of annuities in workplace plans

Supporters hope Senate will move similar legislation to increase chances in lame-duck session

New Jersey sets up rules to work around SALT deductions cap
RETIREMENT TAX SEP 25, 2018
New Jersey sets up rules to work around SALT deductions cap

Property owners may receive tax credit of up to 90% on contributions to local funds.

Insurance executives push House to add annuity provision to tax reform bill
RETIREMENT RETIREMENT PLANNING SEP 20, 2018
Insurance executives push House to add annuity provision to tax reform bill

Insurance executives back measure making it easier to add lifetime income features to workplace savings plans.

Determining if a message from Social Security is a scam
RETIREMENT RETIREMENT PLANNING SEP 19, 2018
Determining if a message from Social Security is a scam

Hint: Pay attention to emails, ignore phone calls.

Lawmakers want to reform rules around RMDs
RETIREMENT RETIREMENT PLANNING SEP 18, 2018
Lawmakers want to reform rules around RMDs

One measure would scrap the "stretch IRA," which has helped financial advisers preserve retirement wealth passed on to heirs.

House committee passes open MEP bill
RETIREMENT RETIREMENT PLANNING SEP 14, 2018
House committee passes open MEP bill

Insurance groups say the measure, which now heads to the full chamber for a vote, doesn't go far enough.

RETIREMENT RETIREMENT PLANNING SEP 14, 2018
2019 Social Security cost-of-living adjustment now expected to be 2.8 percent

Slightly lower estimate would still be the largest cost-of-living increase since 2012.

Inaccurate info from Social Security Administration poses a challenge for widows
RETIREMENT RETIREMENT PLANNING SEP 13, 2018
Inaccurate info from Social Security Administration poses a challenge for widows

Stresses of losing a spouse include steep decline in household income for many, according to a survey.

Inaccurate info from Social Security Administration a challenge for widows
RETIREMENT RETIREMENT PLANNING SEP 12, 2018
Inaccurate info from Social Security Administration a challenge for widows

Stresses of losing spouse include steep decline in household income for many, according to a survey.

Claiming Social Security early has lasting impact on survivors
RETIREMENT RETIREMENT PLANNING SEP 07, 2018
Claiming Social Security early has lasting impact on survivors

Rushing to take benefits in response to illness may not be the best move.

Alternative minimum tax is a casualty of tax reform nobody will miss
RETIREMENT OPINION SEP 07, 2018
Alternative minimum tax is a casualty of tax reform nobody will miss

Last year's overhaul is expected to slash the number of taxpayers subject to the AMT.

Last chance to undo a Roth conversion
RETIREMENT RETIREMENT PLANNING SEP 07, 2018
Last chance to undo a Roth conversion

Countdown to the Oct. 15 deadline for recharacterizing 2017 Roth conversions.

House Republicans hit pause button on tax-reform legislation
RETIREMENT REGULATION AND LEGISLATION SEP 04, 2018
House Republicans hit pause button on tax-reform legislation

Fears of antagonizing voters ahead of mid-term elections prompts GOP lawmakers to reconsider vote on bill.

Trump touts advantages of capital gains break, but experts aren't convinced
RETIREMENT REGULATION AND LEGISLATION AUG 31, 2018
Trump touts advantages of capital gains break, but experts aren't convinced

The president argues that the tax break would boost economic growth.

Here's what could happen to your taxes if Democrats regain control of Congress
RETIREMENT RETIREMENT PLANNING AUG 30, 2018
Here's what could happen to your taxes if Democrats regain control of Congress

Boosting the corporate tax rate, eliminating carried interest and modifying the pass-through provision are among the possibilities Democrats are discussing.

Boost Social Security Benefits: 8 Effective Strategies Revealed
RETIREMENT RETIREMENT PLANNING AUG 30, 2018
Boost Social Security Benefits: 8 Effective Strategies Revealed

As Social Security celebrates its 83rd anniversary, here are steps individuals can take to increase their benefits.

Nudging Congress toward Social Security reform
RETIREMENT RETIREMENT PLANNING AUG 30, 2018
Nudging Congress toward Social Security reform

Grassroots coalition encourages the public to demand improved retirement security.

Using Social Security to fund paid parental leave is not the way to go
RETIREMENT RETIREMENT PLANNING AUG 29, 2018
Using Social Security to fund paid parental leave is not the way to go

Marco Rubio's proposed bill would increase spending.

Estimating the impact of early retirement on Social Security benefits
RETIREMENT RETIREMENT PLANNING AUG 29, 2018
Estimating the impact of early retirement on Social Security benefits

Just use the government's online tool for a really eye-opening experience