Tax

Displaying 2748 results
RETIREMENT RETIREMENT PLANNING OCT 19, 2017
Shift to Roth 401(k)s 'highly likely' part of tax reform: former Treasury official Mark Iwry

Mandated contributions to Roth accounts would likely only be partial, as opposed to having a full repeal of pre-tax accounts.

RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 13, 2017
IRS alerts tax pros to insurance form scam

Government says cybercriminals have found ways to access life insurance and annuity accounts.

RETIREMENT RETIREMENT PLANNING OCT 13, 2017
Retirement planning challenges under tax reform

Losing big deductions, even in lieu of a larger standard deduction, may cause taxes to rise in retirement.

RETIREMENT RETIREMENT PLANNING OCT 13, 2017
Social Security benefits to increase by 2% in 2018

Largest cost-of-living adjustment since 2012 may be offset for some by higher Medicare premiums.

RETIREMENT TAX OCT 12, 2017
Trump reconsiders plan to eliminate deduction for state, local taxes

Keeping the deduction means losing the $1.3 trillion in revenue its repeal was expected to produce.

RETIREMENT REGULATION AND LEGISLATION OCT 11, 2017
Trump may tout $4,000 worker benefit in tax pitch

President would argue middle class stands to benefit from corporate tax cuts.

RETIREMENT TAX OCT 10, 2017
Trump vows to make changes to tax plan

Framework released by GOP last month has been criticized for adding to budget deficit.

RETIREMENT TAX OCT 10, 2017
GOP tax battle looms over advisers and their clients

Debate rages over whether or not to repeal the estate tax and AMT, plus whether cuts should be temporary or permanent.

RETIREMENT RETIREMENT PLANNING OCT 09, 2017
Medicare rules are needlessly complex

The BENES Act would streamline enrollment, minimize coverage gaps and help seniors avoid paying costly penalties for missing deadlines.

RETIREMENT MUTUAL FUNDS OCT 05, 2017
How investors can leverage tax alpha to increase returns and savings

Don't scoff at the potential to add 100 basis points in value per year.

RETIREMENT REGULATION AND LEGISLATION OCT 05, 2017
Trump administration scrapping estate-tax rule affecting wealthy business owners

The regulation would have eliminated business-valuation discounts used to reduce estate and gift taxes.

RETIREMENT REGULATION AND LEGISLATION OCT 03, 2017
Trump tax plan draws concerns of GOP budget hawks

Sen. Bob Corker, R-Tenn., said the White House is showing 'softness' when discussing how the tax cuts will be paid for, such as by repealing the state and local tax deduction.

RETIREMENT RETIREMENT PLANNING OCT 03, 2017
Both spouses don't always need to delay Social Security until 70

Sometimes it's better to coordinate claiming strategies where one collects spousal benefits.

RETIREMENT TAX SEP 30, 2017
Trump's tax blueprint opaque on fate of deferrals for retirement savings

Be glad we've got something to chew on, but don't cheer too loudly, too quickly.

RETIREMENT TAX SEP 29, 2017
How will Hugh Hefner's estate 'look after' his widow's finances?

Trust arrangements may allow the Playboy magazine founder's third wife to receive an income stream without technically inheriting from the estate.

RETIREMENT TAX SEP 29, 2017
Trump tax plan offers lucrative treat to 'pass-through' business owners

Provision could create huge drain on the U.S. Treasury.

RETIREMENT RETIREMENT PLANNING SEP 28, 2017
Tax reform anomaly could diminish some companies' need for 401(k) plan

A dichotomy in the tax treatment of retirement deferrals and business income could discourage creation, maintenance of plans by some pass-through entities.

RETIREMENT REGULATION AND LEGISLATION SEP 27, 2017
Trump tax plan: Congress to decide how much top earners will pay

New details of President Donald J. Trump's tax plan released Wednesday propose cutting the top individual rate to 35%, while leaving it to Congress whether to create another bracket for those with higher income.

RETIREMENT REGULATION AND LEGISLATION SEP 27, 2017
Advisers see benefits in Trump tax plan, but have many questions

Lower tax rates for pass-throughs would benefit business owners, including many of them, but details surrounding capital gains taxes and the AMT are vague or nonexistent.

RETIREMENT REGULATION AND LEGISLATION SEP 27, 2017
'Rothification' to pay for tax cuts seen as losing momentum, for now

Retirement-savings proponents remain vigilant in protecting deferrals as GOP releases tax-reform framework.