Tax

Displaying 2742 results
RETIREMENT RIAS FEB 02, 2017
Another salvo in the fee wars: Schwab cuts expense ratios on index funds

Offers guarantee on services.

RETIREMENT TAX FEB 02, 2017
Financial advisers welcome demise of investment tax to fund health care law

As Republicans move to take the Affordable Care Act off the books, they don't intend to let taxes such as the investment-income levy survive.

RETIREMENT RETIREMENT PLANNING JAN 27, 2017
When claiming Social Security early makes sense

This strategy is not going away with the rule changes authorized by the Bipartisan Budget Act of 2015.

RETIREMENT RETIREMENT PLANNING JAN 27, 2017
Some 401(k) advisers seize on Trump tax reform to push Roth

Advisers said the prospect of lower income tax rates poses an opportunity to recommend employers add a 401(k) Roth feature, and discuss the benefits of Roth deferrals and conversions with employees.

RETIREMENT RETIREMENT PLANNING JAN 25, 2017
2016 tax returns determine 2018 Medicare premiums

High-income surcharge based on new brackets next year.

RETIREMENT TAX JAN 20, 2017
IRS raises red flag over tax shelter land deals

The deals promised tax deductions worth four to four-and-a-half times a person's investment.

RETIREMENT TAX JAN 20, 2017
Potential tax impact of health care act repeal

It's likely that a replacement health care plan would have some tax impact, leading to new planning opportunities for financial advisers and their clients.

RETIREMENT TAX JAN 19, 2017
Now is the time to review and correct 1099-R tax forms

Identify clients who had these types of retirement distributions and then check for these common errors.

RETIREMENT REGULATION AND LEGISLATION JAN 19, 2017
Opponents want new secretary to scrap Treasury Department estate-tax proposal

It's not clear how President-elect Donald J. Trump's nominee for Treasury secretary, Steven Mnuchin, would approach the Treasury estate-tax rule.

RETIREMENT RETIREMENT PLANNING JAN 19, 2017
Some compensation is exempt from Social Security earnings test

Severance pay does not count, nor do trailing insurance commissions.

RETIREMENT MUTUAL FUNDS JAN 12, 2017
Will Trump's tweets continue to move markets - and is that a good thing?

Past administrations have had an impact on stock prices, but no one has shown a proclivity for targeting certain industries like the president-elect

RETIREMENT RETIREMENT PLANNING JAN 10, 2017
Social Security to stop mailing paper statements — again

Budget restraints will limit paper benefit statements to those 60 and older.

RETIREMENT REGULATION AND LEGISLATION JAN 08, 2017
Outlook for 2017: Strategists from Vanguard, Fidelity, Franklin Templeton, Ameriprise, BlackRock and others weigh in

Unusual number of variables in the New Year.

RETIREMENT RETIREMENT PLANNING JAN 05, 2017
Social Security changes coming to beneficiaries and taxpayers in 2017

Whether your clients are receiving monthly checks or still paying in, be aware of these adjustments.

RETIREMENT TAX JAN 03, 2017
Tax-managed SMAs are still a best practice despite possible tax cuts

While we can't foresee what the next four years may bring, we know that one thing under our control is the disciplined deferral of gains and routine harvesting of losses.

Social Security program to run out of money in calendar year 2029: CBO report
RETIREMENT RETIREMENT PLANNING DEC 28, 2016
Social Security program to run out of money in calendar year 2029: CBO report

In fiscal year 2016, the $905 billion spent on Social Security benefits accounted for nearly one-quarter of federal spending.

Social Security rules for the twice-widowed client
RETIREMENT RETIREMENT PLANNING DEC 22, 2016
Social Security rules for the twice-widowed client

Surviving spouse can choose when to collect each benefit.

RETIREMENT RETIREMENT PLANNING DEC 21, 2016
Calculating the impact of new Social Security rules

Continuing confusion over claiming strategies creates opportunities for advisers.

RETIREMENT ESG DEC 14, 2016
Advisers help find donor advised funds for clients' charitable dollars

The funds provide donors an immediate tax deduction and an opportunity to guide the funds' investments and their eventual dispersal to charities.

RETIREMENT RIAS DEC 14, 2016
How to keep clients from going wild when the Dow hits 20,000

To tame their animal spirits, call them before they call you.