Tax

Displaying 2741 results
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

RETIREMENT RETIREMENT PLANNING MAY 15, 2018
Almost half of near-retirees fail basic Social Security quiz

More than half of those surveyed have not yet created an online Social Security account

RETIREMENT RETIREMENT PLANNING MAY 11, 2018
Divorce 2019: How to use IRAs and 401(k)s to ease future alimony planning

A change in the tax law could now help both parties.

RETIREMENT RETIREMENT PLANNING MAY 11, 2018
Countdown to retirement

Reviewing key deadlines with a group of friends at age 64

All is not lost when it comes to the mortgage interest deduction
RETIREMENT RETIREMENT PLANNING MAY 10, 2018
All is not lost when it comes to the mortgage interest deduction

The tax reform law's two significant changes to the way taxpayers deduct interest on loans related to their home both contain exceptions

RETIREMENT RETIREMENT PLANNING MAY 09, 2018
Social Security's most confusing rules

Workers' age and marital status determine their claiming options.

RETIREMENT REGULATION AND LEGISLATION MAY 07, 2018
N.J. homeowners get law to skirt Trump's lowered tax deductions

State will let homeowners declare property taxes as charitable donations.

RETIREMENT RETIREMENT PLANNING MAY 04, 2018
Recent rule changes to boost retiree health costs

New analysis quantifies the effect on Medicare premiums and Social Security benefits.