Tax

Displaying 2748 results
RETIREMENT RETIREMENT PLANNING MAR 03, 2018
Social Security: Advisers must stay current on regulations

A new report indicates that thousands of widows and widowers have been shortchanged by the SSA.

RETIREMENT TAX MAR 02, 2018
US Treasury, IRS seek to close loophole sought out by hedge-fund managers

Regulations will be issued barring use of S corporations to avoid paying higher taxes on carried-interest profits.

RETIREMENT TAX FEB 28, 2018
Treasury calculator helps taxpayers ensure accurate federal tax withholdings

Most Americans should see boost in take-home pay as result of recent tax overhaul, estimates show.

RETIREMENT FINTECH FEB 23, 2018
Why cryptocurrency could be your worst tax nightmare

Bitcoin gains and losses are taxed like property, but a lack of information could make filing a challenge.

RETIREMENT RETIREMENT PLANNING FEB 22, 2018
Social Security underpaid 82% of dually entitled widows and widowers

Agency failed to tell survivors that they could switch to a higher retirement benefit later

RETIREMENT RETIREMENT PLANNING FEB 21, 2018
Future retirees more vulnerable to income shocks

The increased use of annuities and reverse mortgage could improve outcomes.

RETIREMENT RETIREMENT PLANNING FEB 16, 2018
Tough tax season for victims of Social Security hack

Crooks stole their benefits, but the victims received 1099s for reportable income.

RETIREMENT RETIREMENT PLANNING FEB 16, 2018
Social Security underpaid 82% of dually entitled widows and widowers

Agency failed to tell survivors that they could switch to a higher retirement benefit later.

RETIREMENT REGULATION AND LEGISLATION FEB 15, 2018
Donald Trump's tax law could worsen pain of divorce according to new survey

Following a change to the treatment of alimony, respondents said they expect divorce negotiations to become more acrimonious.

RETIREMENT RETIREMENT PLANNING FEB 15, 2018
New tax law provides opportunity for tax-rate arbitrage on Roth IRAs

Some clients could profit from the spread between 2017 and 2018 tax rates.

RETIREMENT RETIREMENT PLANNING FEB 15, 2018
New tax law likely to make divorce negotiations more acrimonious

Elimination of the tax break divorcees get for paying alimony gives them less incentive to be generous to their former spouse.

RETIREMENT RETIREMENT PLANNING FEB 14, 2018
New tax law could increase pension risk transfers

Lower tax rates make it more advantageous to fully fund pension plans, often a prerequisite to conducting a pension risk transfer.

RETIREMENT RETIREMENT PLANNING FEB 13, 2018
Tough tax season for victims of Social Security hack

Crooks stole their benefits, but the victims received 1099s for reportable income.

RETIREMENT RETIREMENT PLANNING FEB 09, 2018
Social Security accounts get hacked

Setting up an online account is a first step in preventing fraud, but it's not foolproof.

RETIREMENT RETIREMENT PLANNING FEB 08, 2018
Online Social Security accounts are just the first step in preventing identity theft

Setting up an online account is a first step in preventing fraud, but it's not foolproof.

RETIREMENT RETIREMENT PLANNING FEB 08, 2018
Tax bill's implications for retirement planning

The new law may change the appropriate mix of tax-deferred and Roth contributions for clients.

RETIREMENT REGULATION AND LEGISLATION FEB 07, 2018
Why the new tax law amounts to a 'stealth' tax increase

The government will use an inflation measure that causes things like marginal income tax rates to rise more slowly.

RETIREMENT RETIREMENT PLANNING FEB 07, 2018
New tax law offers opportunities for advisers and retirees

But treatment of income from different sources can have unintended consequences.

RETIREMENT TAX FEB 05, 2018
Pass-through provision could inspire creative tax planning

Possible strategies include combining multiple businesses into a single entity.

RETIREMENT REGULATION AND LEGISLATION FEB 03, 2018
Despite a pumped economy, Trump's approval remains low

Leadership style is a big factor in rallying unity to attain policy goals.