Tax

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RETIREMENT RETIREMENT PLANNING JUN 08, 2018
Decoding 2034: Social Security's Crucial Year

Although the trust fund depletion date remains unchanged, 2034 is when surplus funds will run out if Congress doesn't act

RETIREMENT TAX JUN 08, 2018
Tax planning doesn't stop on Tax Day

Studies show that a tax-efficient approach to investing can boost incremental after-tax returns.

RETIREMENT REGULATION AND LEGISLATION JUN 08, 2018
Pass-throughs versus C corporations under the new tax law

C corps may become a bit more popular under the new regime given the big reduction in their tax rate, but pass-throughs still seem to have the upper hand, advisers say

RETIREMENT RETIREMENT PLANNING JUN 08, 2018
Defined-contribution plan loan and hardship distribution rules eased

Advisers need to understand the new rules so they can help clients in need.

RETIREMENT EQUITIES JUN 05, 2018
Small-cap ETFs see surge in inflows

Trade reform, trade tiffs and strong dollar are all benefiting domestically oriented small-caps

RETIREMENT PRACTICE MANAGEMENT JUN 05, 2018
A smarter way to rebalance

A buy-write strategy lets clients get a portfolio's allocation back in line without facing a big tax bill.

RETIREMENT RETIREMENT PLANNING JUN 05, 2018
Unlocking Social Security's Future: 2034 Outlook

Although the trust fund depletion date remains unchanged, 2034 is when surplus funds will run out if Congress doesn't act.

RETIREMENT TAX JUN 04, 2018
Florida lures money managers

Limitation on property tax deduction boosts the state's pitch to finance executives living in New York, Connecticut.

RETIREMENT RETIREMENT PLANNING JUN 04, 2018
2019 Social Security cost-of-living adjustment could top 3 percent

Unofficial estimate would be largest increase since 2012, but retiree costs are growing even faster.

RETIREMENT RETIREMENT PLANNING JUN 01, 2018
Why changes to the kiddie tax are a 'big deal'

The law uses the tax rates applying to trusts and estates, rather than parents' income, to determine the tax on children's investment income.

RETIREMENT RETIREMENT PLANNING MAY 31, 2018
Blackstone woos wealthy with tax-free hedge fund

Tax-free status reflects fact that investments are held in an insurance vehicle.

RETIREMENT REGULATION AND LEGISLATION MAY 31, 2018
Tax law: Why changes to the kiddie tax are a 'big deal' for advisers

The law uses the tax rates applying to trusts and estates, rather than parents' income, to determine the tax on children's investment income.

RETIREMENT FIXED INCOME MAY 31, 2018
Biggest U.S. banks cut municipal-bond holdings

Cut in the corporate tax rate makes state and local government debt less attractive to financial institutions.

RETIREMENT RETIREMENT PLANNING MAY 29, 2018
A global call to modernize retirement systems

Employment and demographic trends are disrupting the 20th century safety net.

RETIREMENT MUTUAL FUNDS MAY 25, 2018
Tax reform boosts fund companies' bottom line

But will those tax savings lead to lower expense ratios?

RETIREMENT TAX MAY 24, 2018
IRS warns taxpayers about using property taxes as 'contributions' to charity

Workarounds to avoid federal limits on state and local taxes in some states could be considered tax evasion.

RETIREMENT RETIREMENT PLANNING MAY 22, 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.

RETIREMENT REGULATION AND LEGISLATION MAY 22, 2018
David Lerner compliance officer loses 'nonsensical' and 'specious' appeal over reporting tax liens

Allan Holeman failed to disclose three IRS liens totaling $157,000.

RETIREMENT REGULATION AND LEGISLATION MAY 21, 2018
Pass-through tax strategies for business-owner clients

Shifting business structure, changing filing status and spinning off equipment are examples of ways business owners can take advantage of the deduction.

RETIREMENT RETIREMENT PLANNING MAY 18, 2018
Rich are abuzz over tax-cutting dynasty trusts

Tax overhaul's doubling of the estate-tax exemption to $22 million has generated interest in the trusts