Tax

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RETIREMENT RETIREMENT PLANNING JUL 27, 2017
On Social Security, financial advisers tell clients to not count on much

Beyond debating its solvency, advisers embrace the reality of a broken system.

RETIREMENT REGULATION AND LEGISLATION JUL 27, 2017
Bannon plan to raise taxes on highest earners may find GOP support

Lawmaker says higher top income-tax rate may be acceptable, if coupled with other changes benefiting corporations.

Postponing tax is a lofty goal
RETIREMENT TAX JUL 27, 2017
Postponing tax is a lofty goal

Offering a comprehensive tax-postponement strategy can be extremely beneficial to clients.

RETIREMENT RETIREMENT PLANNING JUL 21, 2017
Missing from Retirement Income Planning: A Plan

Majority of advisers do not create written plans for clients, forgoing business growth opportunities.

RETIREMENT RETIREMENT PLANNING JUL 20, 2017
How to fix Social Security

Retirement expert Alicia Munnell talks about the options for mending the 82-year-old safety net.

RETIREMENT MUTUAL FUNDS JUL 20, 2017
Time to remind clients about taxes

No matter what tax reform Congress enacts, funds will still feel a bite

RETIREMENT RETIREMENT PLANNING JUL 18, 2017
American dream sinking into abyss of uncertainty

Government report reveals grim outlook for Social Security compounded by trends in income inequality and health care.

RETIREMENT RETIREMENT PLANNING JUL 13, 2017
Social Security reserves still expected to be depleted by 2034: annual report

Depletion of Disability (DI) trust fund pushed back five years due to a temporary increase of its share of the payroll tax.

RETIREMENT TAX JUL 12, 2017
Trump's tax cuts would cost $7.8 trillion and go mostly to wealthy

About 40% of the tax cut would go to the top 1% of earners, who'd see an average after-tax gain of 17.8%, new study says.

RETIREMENT REGULATION AND LEGISLATION JUL 12, 2017
Promises by Congress to protect retirement-savings incentives don't ease advocates

Concern about 'Rothification' as part of larger tax reform spurs lobbying.

RETIREMENT RETIREMENT PLANNING JUL 11, 2017
GOP to keep Obamacare taxes on wealthy in latest health-care bill: sources

Though the House version would repeal the 3.8 percent tax on net investment income and 0.9 percent Medicare surtax, the Senate is trying to win over moderate holdouts.

RETIREMENT REGULATION AND LEGISLATION JUL 10, 2017
Tax reform uncertainty grows as congressional calendar shrinks

Several obstacles await lawmakers, including an ongoing health-care fight and deadlines to keep the government running, let alone divisions among Republicans on the basic parameters of a tax bill.

How Social Security treats the survivors of young workers
RETIREMENT RETIREMENT PLANNING JUL 10, 2017
How Social Security treats the survivors of young workers

Eligibility rules are more lenient for the survivors of young workers because of their brief careers.

RETIREMENT RETIREMENT PLANNING JUL 06, 2017
Dual income couples complicate Social Security earnings test

Benefits of one — or both — could be reduced due to excess earnings.

An adviser's guide to Social Security survivor benefits
RETIREMENT RETIREMENT PLANNING JUN 29, 2017
An adviser's guide to Social Security survivor benefits

Complex rules govern who gets what and when.

RETIREMENT RETIREMENT PLANNING JUN 26, 2017
'Less pressure' on changes to defined contribution plans under tax reform: Graff

Brian Graff, executive director of the National Association of Plan Advisors, predicts the Trump administration will favor tax changes that will be well liked.

RETIREMENT REGULATION AND LEGISLATION JUN 20, 2017
Paul Ryan reiterates goal to kill estate tax, maintain retirement-savings incentives

House Speaker aims to ease doubts about likelihood of major tax overhaul.

RETIREMENT RETIREMENT PLANNING JUN 20, 2017
Don't mess with Social Security disability rules

Attempts to suspend benefits can have disastrous results.

RETIREMENT RETIREMENT PLANNING JUN 14, 2017
Retiree health care costs rising faster than Social Security benefits

Allocating a portion of savings in the right accounts can help manage costs.

RETIREMENT RETIREMENT PLANNING JUN 12, 2017
Fidelity launches funds that can make RMDs for aging baby boomers

The managed payout funds have an optional feature that automatically calculates and distributes an investor's RMD from the account.