Tax

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Budget deal would nix popular Social Security claiming strategies
RETIREMENT RETIREMENT PLANNING OCT 29, 2015
Budget deal would nix popular Social Security claiming strategies

Loss of file and suspend and some spousal benefits could catch near-retirees off guard.

Game almost over for Social Security claiming strategies
RETIREMENT RETIREMENT PLANNING OCT 28, 2015
Game almost over for Social Security claiming strategies

Congressional budget deal provision could affect current and future retirees.

RETIREMENT REGULATION AND LEGISLATION OCT 27, 2015
New Ways & Means chairman gives Speaker Ryan a tax-reform partner

One of Rep. Kevin Brady's ongoing pursuits has been eliminating the estate tax.

Hedging against triple whammy of Medicare price hikes
RETIREMENT RETIREMENT PLANNING OCT 26, 2015
Hedging against triple whammy of Medicare price hikes

The price tag for Medicare is expected to swell dramatically Jan. 1 as the result of several factors.

RETIREMENT RETIREMENT PLANNING OCT 25, 2015
Attorney learns the wrong way to deduct IRA losses

Semi-retired patent attorney cannot deduct losses in an IRA.

Sounding the secular stagnation alarm bells
RETIREMENT EQUITIES OCT 22, 2015
Sounding the secular stagnation alarm bells

<i>Breakfast with Benjamin</i>: Larry Summers is sounding the alarm for secular stagnation.

Carl Icahn campaigns against corporate inversions and for himself
RETIREMENT EQUITIES OCT 21, 2015
Carl Icahn campaigns against corporate inversions and for himself

<i>Breakfast with Benjamin</i>: Carl Icahn's smooth move to try and halt corporate inversions in the name of tax patriotism is, naturally, also pretty good for his own portfolio.

Support grows to repeal Obamacare 'Cadillac tax'
RETIREMENT PRACTICE MANAGEMENT OCT 21, 2015
Support grows to repeal Obamacare 'Cadillac tax'

Bipartisans in Congress &amp;mdash; as well as business and labor groups &amp;mdash; are coalescing to try to stop a tax on high-premium health care plans.

Don't abandon Social Security strategy to avoid Medicare hike
RETIREMENT RETIREMENT PLANNING OCT 18, 2015
Don't abandon Social Security strategy to avoid Medicare hike

Short-sighted remedy is like 'prescribing a lobotomy for a headache'.

The Social Security survivor benefit do-over
RETIREMENT RETIREMENT PLANNING OCT 18, 2015
The Social Security survivor benefit do-over

Widows and widowers can repay benefits and collect higher amounts later.

RETIREMENT RETIREMENT PLANNING OCT 15, 2015
How Social Security claiming strategies affect Medicare premiums

One strategy may protect you from higher premiums in 2016; the other won't.

RETIREMENT RETIREMENT PLANNING OCT 14, 2015
Consumers lack detailed knowledge of Social Security

New survey finds advisers can play crucial role in maximizing clients' benefits.

Jeb Bush tax plan would set investment taxes at 20%, eliminate deductions
RETIREMENT TAX OCT 14, 2015
Jeb Bush tax plan would set investment taxes at 20%, eliminate deductions

The presidential candidate also would eliminate so-called &#8220;carried interest&#8221; that allows private equity and hedge fund partners to pay capital gains taxes rather than ordinary income taxes on their share of fund profits.

Presidential candidates can't ignore Social Security
RETIREMENT RETIREMENT PLANNING OCT 14, 2015
Presidential candidates can't ignore Social Security

Exhaustion of disability trust fund in 2016 should force discussion of long-term financing issues.

RETIREMENT TAX OCT 14, 2015
Hillary Clinton's capital gains tax plan pushes rates up for highest earners

Compared with today's two-tier system &amp;mdash; a 43.4% top rate for assets held less than a year and 23.8% beyond that &amp;mdash; the proposal by the Democratic presidential front-runner would create a six-rate structure for capital gains for high-income households.

No Social Security cost-of-living adjustment in 2016
RETIREMENT RETIREMENT PLANNING OCT 08, 2015
No Social Security cost-of-living adjustment in 2016

Social Security recipients will not receive a benefits boost next year mostly because low gasoline prices have kept inflation too low to spark an automatic cost-of-living adjustment, the government announced.

Hillary Clinton's plan to prevent stock market crashes
RETIREMENT RETIREMENT PLANNING OCT 08, 2015
Hillary Clinton's plan to prevent stock market crashes

<i>Breakfast with Benjamin</i> The Democratic candidate proposes new fees for taking investment risks, because taking investment risks aren't risky enough already, or something like that.

RETIREMENT TAX OCT 04, 2015
The end of discounts for FLPs?

The IRS is revising the rules related to valuing interests in family-controlled partnerships

What advisers should listen for in Tuesday's Democratic presidential debate
RETIREMENT RETIREMENT PLANNING OCT 01, 2015
What advisers should listen for in Tuesday's Democratic presidential debate

DOL fiduciary rule, taxes and Social Security are all prime subjects for discussion as five contenders look for opportunities to stand out.

What advisers need to know when working with May-December couples
RETIREMENT RETIREMENT PLANNING OCT 01, 2015
What advisers need to know when working with May-December couples

Six areas in which planning for couples with a wide age difference may require different financial advice.