Tax

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Republican tax plan would reduce brackets, slash investment taxes
RETIREMENT REGULATION AND LEGISLATION JUN 20, 2016
Republican tax plan would reduce brackets, slash investment taxes

House Republicans rolled out a tax-reform plan on Friday that would reduce the number of individual rates to three and eliminate many deductions.

RETIREMENT RETIREMENT PLANNING JUN 19, 2016
Skeptical advisers should reexamine their attitudes toward reverse mortgages

Most of the loans' issues have been solved, or at least ameliorated.

A widow's Social Security dilemma
RETIREMENT RETIREMENT PLANNING JUN 16, 2016
A widow's Social Security dilemma

Earnings test complicates choice between retirement and survivor benefits.

Social Security cost-of-living adjustment unlikely for 2017
RETIREMENT RETIREMENT PLANNING JUN 16, 2016
Social Security cost-of-living adjustment unlikely for 2017

High-income retirees could see net benefits decline next year if Medicare premiums rise.

Who's keeping track of IRA basis?
RETIREMENT RETIREMENT PLANNING JUN 14, 2016
Who's keeping track of IRA basis?

IRA basis is required to be tracked on IRS Form 8606 “Nondeductible IRAs,” which is filed with a client's tax return.

Deadline for disclosure of foreign bank accounts approaches, grace period narrows
RETIREMENT TAX JUN 10, 2016
Deadline for disclosure of foreign bank accounts approaches, grace period narrows

If your clients have any involvement in offshore holdings, now is the time to double check their status and make sure everything is filed before June 30.

401(k) savings options come with tax consequences
RETIREMENT RETIREMENT PLANNING JUN 10, 2016
401(k) savings options come with tax consequences

Choosing between a traditional and Roth 401(k) is essentially a bet on how your clients' future income tax rates will compare to their current rate.

Most recent retirees do not regret claiming Social Security early
RETIREMENT RETIREMENT PLANNING JUN 09, 2016
Most recent retirees do not regret claiming Social Security early

Plus, one of the biggest shocks to current retirees is the cost of health care, according to a new survey.

Social Security, divorce and remarriage
RETIREMENT RETIREMENT PLANNING JUN 09, 2016
Social Security, divorce and remarriage

Who gets which benefits when? It depends.

RETIREMENT TAX JUN 07, 2016
Hackers are targeting tax professionals as October deadline approaches, IRS warns

Incidents of online thieves taking control of tax preparers' computers and client information are rising.

Time to talk about financial wellness
RETIREMENT RETIREMENT PLANNING JUN 05, 2016
Time to talk about financial wellness

Financial wellness is one of the hottest topics in the retirement industry today and at top of mind for many plan sponsors.

RETIREMENT EQUITIES MAY 29, 2016
Permanent 100% exclusion of small business gains a long-term tax advantage

Exclusion for qualified stock will be a big draw for investors to reconsider C corps.

RETIREMENT RETIREMENT PLANNING MAY 29, 2016
To pay income taxes now or later, that is the IRA question

Answers are related to an individual's current and expected future tax circumstances.

RETIREMENT RETIREMENT PLANNING MAY 29, 2016
Retiree medical expenses could outpace Social Security benefits in 20 years

Your clients could be under saving for their real retirement income needs.

Retirees need 70% of their pre-retirement income but most live on less: Bankrate
RETIREMENT RETIREMENT PLANNING MAY 26, 2016
Retirees need 70% of their pre-retirement income but most live on less: Bankrate

Prince's death sets off estate planning quagmire
RETIREMENT RETIREMENT PLANNING MAY 25, 2016
Prince's death sets off estate planning quagmire

A complicated process to value the music icon's estate hinges on future royalties.

Michael Bloomberg: Public policy changes needed to address income inequality
RETIREMENT FINTECH MAY 19, 2016
Michael Bloomberg: Public policy changes needed to address income inequality

Changing economy and job market stem from greater use of technology, he says.

RETIREMENT RETIREMENT PLANNING MAY 18, 2016
Laurence Kotlikoff, economist and Social Security guru, to challenge Clinton, Trump for presidency

Saying the U.S. faces a $199 trillion 'fiscal gap,' professor wants to apply the principles of economics to fix what ails the country.

The health care tab for a retired couple will be $567,903 — and that's if you're healthy: study
RETIREMENT RETIREMENT PLANNING MAY 15, 2016
The health care tab for a retired couple will be $567,903 — and that's if you're healthy: study

The average, healthy 65-year-old couple who wants to retire probably has larger health care costs than you think.

RETIREMENT EQUITIES MAY 13, 2016
DOL fiduciary rule trips up robo efforts at BlackRock, Schwab

Plus: Measuring Jim Cramer's performance, personal finance myths, and Social Security misconceptions