Tax

Displaying 2742 results
RETIREMENT REGULATION AND LEGISLATION SEP 22, 2016
Republican lawmakers attempt to stop estate-tax regulation

Introduction of bill to kill Treasury's rule curbing tax-planning strategies comes as Hillary Clinton announces an increase to her top estate-tax rate.

GAO study documents mistakes by Social Security Administration staff
RETIREMENT RETIREMENT PLANNING SEP 20, 2016
GAO study documents mistakes by Social Security Administration staff

Senate panel urges agency to improve guidance on when to claim benefits after a study by the Government Accountability Office showed government representatives often give out misleading information.

RETIREMENT RETIREMENT PLANNING SEP 18, 2016
Advisers face big challenges in helping clients prepare for health-care costs in retirement

Longevity, rising costs make preparing a solid health-care budget next to impossible. <b>(Related read: <a href="//www.investmentnews.com/article/20160413/BLOG05/160419958/health-care-costs-squeeze-retirement-savings&quot;" target="&quot;_blank&quot;" rel="noopener">Health-care costs squeeze retirement savings</a>)</b>

RETIREMENT RETIREMENT PLANNING SEP 16, 2016
Reforms could solve Social Security funding woes

But high-income retirees might pay more, get less.

How Social Security benefits are calculated
RETIREMENT RETIREMENT PLANNING SEP 14, 2016
How Social Security benefits are calculated

Estimated benefits assume continued earnings through full retirement age.

New Congressional bill addresses Medicare enrollment confusion
RETIREMENT RETIREMENT PLANNING SEP 14, 2016
New Congressional bill addresses Medicare enrollment confusion

An antiquated, overly complex Part B enrollment process contributes to costly enrollment mistakes among many people new to Medicare.

IRS says Finra fines not tax-deductible for broker-dealers
RETIREMENT BROKER DEALERS SEP 06, 2016
IRS says Finra fines not tax-deductible for broker-dealers

The tax code says fines paid to a government &quot;agency or instrumentality&quot; for violation of a law aren't tax-deductible.

RETIREMENT TAX SEP 06, 2016
Tax change may mean more money for small business owners

Small businesses stand to attract even more investors with tax-free gains upon the sale of qualified stock.

RETIREMENT TAX SEP 01, 2016
Trump corporate tax plan could be a boon for advisory firms

For some advisers who structure their practices so that revenue is reported on their personal income tax returns, Mr. Trump's idea represents a significant tax break.

What grade does your state's 529 plan get?
RETIREMENT RIAS AUG 29, 2016
What grade does your state's 529 plan get?

Age-based plans for this year's freshmen don't always get high marks. New York, Pennsylvania and Iowa funds get an A, but other states have more homework to do.

Social Security drops cell phone mandate
RETIREMENT RETIREMENT PLANNING AUG 25, 2016
Social Security drops cell phone mandate

Agency apologizes and says it will pursue other security authentication options.

RETIREMENT ALTERNATIVES AUG 23, 2016
Tax traps await master limited partnership investors

Make sure your clients fully understand the tax implications and overall risk profile of what they're buying.

Social Security out of step with many modern families
RETIREMENT RETIREMENT PLANNING AUG 19, 2016
Social Security out of step with many modern families

Family benefits account for a much smaller percentage of Social Security outlays today than they did in the past.

Advisers react to Hillary Clinton speech that takes aim at 'super-rich' and Wall Street
RETIREMENT TAX AUG 18, 2016
Advisers react to Hillary Clinton speech that takes aim at 'super-rich' and Wall Street

Some are cringing at the hint that wealthy citizens will need to pay more in taxes, yet most still plan to give her their vote.

Careful planning can help public employees avoid Social Security reductions
RETIREMENT RETIREMENT PLANNING AUG 16, 2016
Careful planning can help public employees avoid Social Security reductions

One adviser helped his client avoid Social Security reductions by carefully mapping out when to take her benefits and pension.

New estate rule would affect tax strategies of ultra-wealthy
RETIREMENT PRACTICE MANAGEMENT AUG 16, 2016
New estate rule would affect tax strategies of ultra-wealthy

Treasury Department's proposed regulation aims to curb tax-planning approaches that lower the valuation of stakes in corporations or partnerships.

Donald Trump in Detroit speech offers revised tax plan and curb on regulations
RETIREMENT REGULATION AND LEGISLATION AUG 12, 2016
Donald Trump in Detroit speech offers revised tax plan and curb on regulations

The Republican nominee is trying to reset his presidential campaign after a string of missteps.

Bill and Hillary Clinton made $10.6 million in 2015, paid $3.6 million in taxes
RETIREMENT TAX AUG 11, 2016
Bill and Hillary Clinton made $10.6 million in 2015, paid $3.6 million in taxes

Democratic nominee's staff jabs Trump on releasing his returns.

Social Security Administration steps up privacy protections
RETIREMENT RETIREMENT PLANNING AUG 11, 2016
Social Security Administration steps up privacy protections

Online users now require cell phone for text message verification.

Trump as 'supreme ruler' and 'attractive'? Advisers react to long, historic speech
RETIREMENT REGULATION AND LEGISLATION AUG 08, 2016
Trump as 'supreme ruler' and 'attractive'? Advisers react to long, historic speech

Republican presidential candidate's acceptance speech to the RNC makes big promises but offers little specifics on how he would cut taxes or reform regulations.