Tax

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U.S. banks continue to slash exposure to muni-bonds made less valuable by tax cuts
RETIREMENT FIXED INCOME AUG 27, 2018
U.S. banks continue to slash exposure to muni-bonds made less valuable by tax cuts

According to estimates. the institutions decreased their municipal-debt holdings by nearly $6 billion in the second quarter.

New York, Connecticut taxpayers look to Plan B options to avoid SALT
RETIREMENT REGULATION AND LEGISLATION AUG 27, 2018
New York, Connecticut taxpayers look to Plan B options to avoid SALT

A few potential back-up plans exist, but there's a lot you should know before forging ahead

Some public employees face Social Security hurdles
RETIREMENT RETIREMENT PLANNING AUG 27, 2018
Some public employees face Social Security hurdles

Pension offsets reduce Social Security benefits, but some qualify for exceptions.

New York taxpayers have four-day window to try to beat SALT cap
RETIREMENT TAX AUG 24, 2018
New York taxpayers have four-day window to try to beat SALT cap

IRS regulations announced this week don't take effect until after Monday.

Alternative minimum tax a casualty of tax reform nobody will miss
RETIREMENT TAX AUG 24, 2018
Alternative minimum tax a casualty of tax reform nobody will miss

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

Retroactive Social Security benefits: Everything you need to know
RETIREMENT RETIREMENT PLANNING AUG 23, 2018
Retroactive Social Security benefits: Everything you need to know

Rules specify who qualifies for back benefits based on age and filing status.

Here's what could happen to your taxes if Democrats regain control of Congress
RETIREMENT REGULATION AND LEGISLATION AUG 23, 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.

IRS blocks New York, New Jersey plans to elude cap on SALT deduction
RETIREMENT TAX AUG 23, 2018
IRS blocks New York, New Jersey plans to elude cap on SALT deduction

States' strategies of characterizing property taxes as charitable contributions won't fly, agency says.

Aretha Franklin estate echoes planning problems of Prince
RETIREMENT TAX AUG 22, 2018
Aretha Franklin estate echoes planning problems of Prince

Both died without a spouse, and their estates need to undergo complex valuations to determine tax liabilities.

Retroactive Social Security benefits: Everything you need to know
RETIREMENT RETIREMENT PLANNING AUG 20, 2018
Retroactive Social Security benefits: Everything you need to know

Rules specify who qualifies for back benefits based on age and filing status.

Claiming Social Security early has lasting impact on survivors
RETIREMENT RETIREMENT PLANNING AUG 17, 2018
Claiming Social Security early has lasting impact on survivors

Rush to take benefits due to illness may not be the best move.

Pension plans are the new tax dodge for rich business owners
RETIREMENT RETIREMENT PLANNING AUG 16, 2018
Pension plans are the new tax dodge for rich business owners

Barred from 20% tax break, wealthy professionals have found a new way to avoid hefty tax bills.

Maximize Your Social Security: 8 Ways to Boost Benefits
RETIREMENT RETIREMENT PLANNING AUG 16, 2018
Maximize Your Social Security: 8 Ways to Boost Benefits

On the 83rd anniversary of Social Security, retirees are increasingly dependent on the program.

Pensions are the new tax dodge, especially for rich business owners
RETIREMENT RETIREMENT PLANNING AUG 15, 2018
Pensions are the new tax dodge, especially for rich business owners

Barred from 20% tax break, wealthy professionals have found a new way to avoid hefty tax bills.

Claiming Social Security early has lasting impact on survivors
RETIREMENT RETIREMENT PLANNING AUG 14, 2018
Claiming Social Security early has lasting impact on survivors

Rush to take benefits due to illness may not be the best move.

IRS provides guidance on pass-through taxes, targets loophole
RETIREMENT RETIREMENT PLANNING AUG 09, 2018
IRS provides guidance on pass-through taxes, targets loophole

Proposed regulations make it clear the agency considers splitting up businesses to get around income limits abusive.

Tax changes fuel boom in Florida luxury home sales
RETIREMENT TAX AUG 09, 2018
Tax changes fuel boom in Florida luxury home sales

Refugees from New York area, where the limit on deducting state and local taxes will hit hard, are heading to the Sunshine State.

Are Roth conversions after 70½ advisable? 5 factors to consider
RETIREMENT RETIREMENT PLANNING AUG 09, 2018
Are Roth conversions after 70½ advisable? 5 factors to consider

Future tax rates and when the money will be needed are among the things advisers should take into account.

Social Security finances worsen as reliance on the program increases
RETIREMENT RETIREMENT PLANNING AUG 09, 2018
Social Security finances worsen as reliance on the program increases

New study predicts earlier exhaustion of trust fund in 2032.

IRS provides guidance on pass-through taxes, targets loophole
RETIREMENT TAX AUG 08, 2018
IRS provides guidance on pass-through taxes, targets loophole

Proposed regulations make it clear the agency considers splitting up businesses to get around income limits abusive.