Tax

Displaying 2748 results
In wake of tax reform, muni bond market gains footing
RETIREMENT FIXED INCOME JUL 25, 2018
In wake of tax reform, muni bond market gains footing

Supply-demand imbalance has boosted munis so far this year.

Ladenburg bets advisers will serve more self-employed clients in the future
RETIREMENT FINTECH JUL 25, 2018
Ladenburg bets advisers will serve more self-employed clients in the future

Firm invested in Track Technologies, a tech tool that automates taxes for "gig economy" workers.

Working longer is best way to boost retirement income
RETIREMENT RETIREMENT PLANNING JUL 25, 2018
Working longer is best way to boost retirement income

For older workers, staying on the job is a more effective strategy than increasing savings.

Move to Florida to pay zero state personal tax? Fuggedaboutit!
RETIREMENT TAX JUL 24, 2018
Move to Florida to pay zero state personal tax? Fuggedaboutit!

Many from tri-state talk of fleeing to Sunshine State to avoid high taxes, but few actually do.

Variety of tax benefits help offset the cost of college
RETIREMENT RETIREMENT PLANNING JUL 19, 2018
Variety of tax benefits help offset the cost of college

Parents at all income levels can find something that works for them among options that include 529 plans, tax deductions and tax credits.

Social Security scam alert
RETIREMENT RETIREMENT PLANNING JUL 17, 2018
Social Security scam alert

Beware of suspicious calls demanding personal information.

States sue over federal cap on tax deductions
RETIREMENT REGULATION AND LEGISLATION JUL 17, 2018
States sue over federal cap on tax deductions

Four Northeastern states argue that the limit on SALT deductions infringes on their rights

Capital Group, sponsor of American Funds, launches savings accounts to help with disability costs
RETIREMENT TAX JUL 17, 2018
Capital Group, sponsor of American Funds, launches savings accounts to help with disability costs

These disability savings plans will be first to be sold exclusively through financial advisers.

Can inherited IRAs be split in a divorce?
RETIREMENT RETIREMENT PLANNING JUL 16, 2018
Can inherited IRAs be split in a divorce?

A new phenomenon may signal a trend in which IRAs play a bigger role in divorce settlements.

Advisers applaud House bills to expand health savings accounts
RETIREMENT RETIREMENT PLANNING JUL 16, 2018
Advisers applaud House bills to expand health savings accounts

House committee approves measures to raise contribution limits, extend eligibility.

Prospect of high cash distribution has investors chasing dividends through ETFs
RETIREMENT MUTUAL FUNDS JUL 13, 2018
Prospect of high cash distribution has investors chasing dividends through ETFs

Funds that are seeing inflows largely steer clear of sectors like utilities.

Tax loophole from 1960s could let wealthy tap 21% corporate rate
RETIREMENT TAX JUL 11, 2018
Tax loophole from 1960s could let wealthy tap 21% corporate rate

Provision related to investments held offshore could save wealthy Americans millions in taxes.

More about death and taxes
RETIREMENT FINTECH JUL 06, 2018
More about death and taxes

Clients are doomed to pay more taxes. They need our help.

Muni closed-end funds may be ripe for tax-loss sales
RETIREMENT MUTUAL FUNDS JUL 05, 2018
Muni closed-end funds may be ripe for tax-loss sales

The vast majority of the funds have posted a loss this year, pressured by the rising cost of leverage.

What older people should consider when starting a business
RETIREMENT RETIREMENT PLANNING JUL 03, 2018
What older people should consider when starting a business

Older people account for a rising share of entrepreneurs, but should assess their financial situation before jumping in.

New IRS form sends taxpayers toward Intuit, away from H&R Block
RETIREMENT RETIREMENT PLANNING JUN 29, 2018
New IRS form sends taxpayers toward Intuit, away from H&R Block

But the shorter 1040 form still requires filers to provide all the same information.

Social Security benefits lost 34% of their buying power since 2000
RETIREMENT RETIREMENT PLANNING JUN 21, 2018
Social Security benefits lost 34% of their buying power since 2000

The past year saw the biggest loss of the decade as increases in living expenses outpaced the cost-of-living adjustment.

Divorce reduces retirement readiness
RETIREMENT RETIREMENT PLANNING JUN 19, 2018
Divorce reduces retirement readiness

The new tax law could increase financial challenges for divorced people, but planning opportunities abound.

RETIREMENT RETIREMENT PLANNING JUN 15, 2018
Homeowners looking to dodge property tax caps turn to Alaskan trusts

Strategy involves a limited liability company and non-grantor trusts set up in a no-tax state.

RETIREMENT RETIREMENT PLANNING JUN 14, 2018
Roth conversions can boost Medicare premiums

But one year of higher health care costs may be worth it to lower RMDs and taxes in the future.