Tax

Displaying 2742 results
BlackRock CEO Larry Fink challenges money managers, politicians on retirement issues
RETIREMENT RETIREMENT PLANNING JUL 15, 2015
BlackRock CEO Larry Fink challenges money managers, politicians on retirement issues

Inadequacy of savings is a "far bigger crisis than health care ever was."

Social Security Disability Fund will be empty next year
RETIREMENT RETIREMENT PLANNING JUL 14, 2015
Social Security Disability Fund will be empty next year

Combined, Social Security retirement and disability fund reserves projected to be exhausted in 2034.

Hillary Clinton calls for capital gains tax to reward 'longer-term investments'
RETIREMENT TAX JUL 14, 2015
Hillary Clinton calls for capital gains tax to reward 'longer-term investments'

Presidential candidate seeks to reward longer-term investments, rein in "excessive risks” in the industry, and go after individuals in enforcement cases.

Help boomers recognize reality bites when it comes to wages in retirement
RETIREMENT RETIREMENT PLANNING JUL 14, 2015
Help boomers recognize reality bites when it comes to wages in retirement

Most working retirees are making much less per hour now, survey shows

RETIREMENT RETIREMENT PLANNING JUL 14, 2015
Billy Joel: Poster child for the Viagra college fund?

Older dads can trigger Social Security benefits for young children.

The tax risks of clients' overfunding their 529 savings plans
RETIREMENT PRACTICE MANAGEMENT JUL 13, 2015
The tax risks of clients' overfunding their 529 savings plans

Make sure clients set aside the right amount to optimize savings and avoid unnecessary taxes and penalties.

The tax, estate and retirement planning ramifications of the Supreme Court's ruling on same-sex marriage
RETIREMENT TAX JUL 10, 2015
The tax, estate and retirement planning ramifications of the Supreme Court's ruling on same-sex marriage

Ruling affords advisers an opportunity to review and update clients' financial and tax plans

Cost of settling estates rising as states hunt for more revenue
RETIREMENT TAX JUL 08, 2015
Cost of settling estates rising as states hunt for more revenue

Connecticut tops the nation in probate fees — latest example of removing caps to fund courts.

RETIREMENT RETIREMENT PLANNING JUL 08, 2015
Financial lessons from the timing of Jennifer Garner and Ben Affleck's divorce

Benefits of filing after a key anniversary may be worth the wait.

Social Security consolation prizes for divorced spouses
RETIREMENT RETIREMENT PLANNING JUL 07, 2015
Social Security consolation prizes for divorced spouses

Ex-spouse can claim independently and is not subject to family maximum limit.

Social Security claiming strategy short-circuited by excess earnings
RETIREMENT RETIREMENT PLANNING JUL 02, 2015
Social Security claiming strategy short-circuited by excess earnings

Both older nonworking wife and younger employed husband can lose benefits.

Growing consumer demand for health care and Social Security advice
RETIREMENT RETIREMENT PLANNING JUL 02, 2015
Growing consumer demand for health care and Social Security advice

Report shows an opportunity for advisers with this expertise.

Same-sex couples inch closer to full Social Security benefits
RETIREMENT RETIREMENT PLANNING JUL 01, 2015
Same-sex couples inch closer to full Social Security benefits

Attorney General Loretta Lynch announced Wednesday that federal marriage benefits soon will be available to same-sex couples nationwide following the Supreme Court ruling in Obergefell v. Hodges on June 26.

Advisers need to pick up their game when calculating clients' retirement
RETIREMENT RETIREMENT PLANNING JUN 26, 2015
Advisers need to pick up their game when calculating clients' retirement

With retirement tools proliferating, clients need ones that advisers can use to tell a story.

IRS chief says Affordable Care Act not a problem for taxpayers
RETIREMENT TAX JUN 25, 2015
IRS chief says Affordable Care Act not a problem for taxpayers

Commissioner John Koskinen says biggest concerns are enforcement and identity theft.

Krawcheck to advisers: 'Middle-aged white guys' must help women get raises
RETIREMENT RETIREMENT PLANNING JUN 24, 2015
Krawcheck to advisers: 'Middle-aged white guys' must help women get raises

At Morningstar conference, the former Merrill Lynch boss said gender pay gap is a key obstacle to retirement savings.

An adviser's touch can improve tax aware investing
RETIREMENT TAX JUN 24, 2015
An adviser's touch can improve tax aware investing

Robo-advisers can miss key details when planning for high-net-worth investors.

RETIREMENT RETIREMENT PLANNING JUN 23, 2015
An adviser's retirement income software toolbox

Software that helps with issues ranging from health care costs to tax-efficient withdrawal strategies

RETIREMENT RETIREMENT PLANNING JUN 22, 2015
A retirement plan from the guy who teaches retirement income planning

The American College's David Littell lays out his goals and strategies and finds that sometimes, it's not as easy in real life as on paper.

When it comes to retirement savings, millennials blow past boomers
RETIREMENT RETIREMENT PLANNING JUN 20, 2015
When it comes to retirement savings, millennials blow past boomers

Hindsight and grit make millennials a financially savvy generation