Tax

Displaying 2748 results
RETIREMENT RETIREMENT PLANNING FEB 02, 2018
Timing is crucial for Social Security and Medicare

Picking the wrong date could cost you benefits or trigger penalties.

RETIREMENT RETIREMENT PLANNING FEB 01, 2018
Edelman launches initiative to get D.C. to focus on retirement security

The investment adviser has joined forces with a Washington think tank, but their effort must overcome partisan gridlock.

RETIREMENT TAX JAN 29, 2018
Advisers probably don't know about this tax-saving strategy

Gifting depreciated assets to a spouse can yield a substantial benefit when doing tax-loss harvesting.

RETIREMENT REGULATION AND LEGISLATION JAN 29, 2018
As tax season gets underway, clients are looking ahead to how tax bill will affect 2018 returns

Advisers can put strategies in place now to make sure that there will be no hidden surprises this time next year.

RETIREMENT RETIREMENT PLANNING JAN 29, 2018
Timing is crucial for Social Security and Medicare

Picking the wrong date could cost you benefits or trigger penalties.

RETIREMENT TAX JAN 24, 2018
Repeal of investment expense deduction may change advisers' fee strategy

The change may not be that big a deal for many clients, but they need to understand their options.

RETIREMENT ALTERNATIVES JAN 23, 2018
Pass-through provision in new tax law could benefit REITs, MLPs

Investors in such instruments are eligible for a 20% tax deduction as a result of the pass-through provision.

RETIREMENT RETIREMENT PLANNING JAN 22, 2018
How 401(k) deductions were saved in budget drama

Diverse efforts and a tweet from Trump came together for rescue

RETIREMENT RETIREMENT PLANNING JAN 22, 2018
Social Security payments to continue during government shutdown

Limited services available in field offices during funding lapse.

RETIREMENT REGULATION AND LEGISLATION JAN 17, 2018
Tax reform creates opportunities for advisers

Numerous changes to individual and business tax provisions are likely to create at least short-term demand for advice.

RETIREMENT TAX JAN 17, 2018
Tax bill creates adviser challenges for long-term planning

Consultant recommends taking advantage of tax moves that are immediately available for clients.

RETIREMENT TAX JAN 16, 2018
Citigroup uses tax break windfall to rain profits on investors

In contrast to Wells Fargo and JPMorgan Chase, bank makes no mention of gains for staff or charity, but calls out cash to clients exclusively.

RETIREMENT TAX JAN 16, 2018
BlackRock's Fink asks top CEOs to reveal plans for spending cash flow from tax overhaul

World's biggest companies including BlackRock are expected to benefit greatly from changes in U.S. tax plan.

RETIREMENT TAX JAN 16, 2018
Cuomo seeks New York tax revisions to thwart federal changes

Proposal would eliminate the state income tax on wage earners, to compensate for loss of deductions

RETIREMENT REGULATION AND LEGISLATION JAN 13, 2018
Oops! Unintended consequences of tax-law changes

Will clients become more interested in paying commissions? Will the new tax law steer more financial advisers toward independent channels? It could.

RETIREMENT RIAS JAN 13, 2018
Tax reform: 7 essential strategies for financial advisers

While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies for clients as well as their own businesses.

RETIREMENT FIXED INCOME JAN 12, 2018
Tax bill SALT reduction could raise demand for munis

Strategists say residents of high tax states may be eager to find ways to reduce what they owe government.

Tax law: Everything advisers need to know about the pass-through provision
RETIREMENT REGULATION AND LEGISLATION JAN 12, 2018
Tax law: Everything advisers need to know about the pass-through provision

Learn about the basics of the pass-through provision as introduced by the Tax Cuts and Jobs Act last 2017, the entities eligible and the tax implications

RETIREMENT TAX JAN 11, 2018
IRS releases new withholding tables

GOP promises workers will see increases in their paychecks starting in February.

RETIREMENT EQUITIES JAN 10, 2018
Buffett says tax law makes owning stocks more attractive

Berkshire Hathaway CEO predicts a 'bad ending' for cryptocurrencies and says stocks don't look overvalued compared to interest rates