Tax

Displaying 2748 results
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

Lawmakers consider lower tax rate for intellectual property housed in the U.S.
RETIREMENT RETIREMENT PLANNING JUN 19, 2015
Lawmakers consider lower tax rate for intellectual property housed in the U.S.

The idea — known as a patent box or innovation box — would help companies trying to maintain low tax rates they've achieved by booking income in overseas tax havens.

Everything you need to know about setting up a private foundation
RETIREMENT RETIREMENT PLANNING JUN 16, 2015
Everything you need to know about setting up a private foundation

Prospective donors will want to be ready to give both their money and their time.

Social Security envisions a new tech-savvy future
RETIREMENT RETIREMENT PLANNING JUN 15, 2015
Social Security envisions a new tech-savvy future

Agency embraces technology while juggling demand for increased face-to-face service.

Majority of Americans flunk Social Security quiz
RETIREMENT RETIREMENT PLANNING JUN 10, 2015
Majority of Americans flunk Social Security quiz

Just 28% of more than 1,500 adults received a passing grade on a series of basic questions about benefits, and that could have serious implications for their retirement income.

RETIREMENT RETIREMENT PLANNING JUN 10, 2015
A Social Security benefit is a terrible thing to waste

Sometimes there is no clever claiming strategy available to boost lifetime benefits given the difference in ages between two spouses.

When both spouses lose some or all of their Social Security benefits
RETIREMENT RETIREMENT PLANNING JUN 10, 2015
When both spouses lose some or all of their Social Security benefits

Excess earnings before full retirement age can reduce payments to both spouses.

Financial advisers are putting ETFs in the driver's seat
RETIREMENT EQUITIES JUN 05, 2015
Financial advisers are putting ETFs in the driver's seat

Mutual fund popularity fades as the bull market lives on.

Supreme Court rulings imminent in cases with financial planning implications
RETIREMENT REGULATION AND LEGISLATION JUN 01, 2015
Supreme Court rulings imminent in cases with financial planning implications

High court is set to announce opinions in two cases — one on same-sex marriage and another on health care — that will impact the advice financial planners deliver to clients.

RETIREMENT RETIREMENT PLANNING MAY 27, 2015
Social Security's $12.4 million error

Agency overpays spousal benefits to some public employees, underpays others.

RETIREMENT EQUITIES MAY 22, 2015
Americans are saving more these days and that's not necessarily a good thing: Fink

<i>Breakfast with Benjamin:</i> BlackRock CEO Laurence Fink says low rates are pushing more Americans to boost savings as their fear of retirement security increases, thanks to low rates.

The real reason the Federal Reserve isn't raising interest rates
RETIREMENT RETIREMENT PLANNING MAY 22, 2015
The real reason the Federal Reserve isn't raising interest rates

<i>Breakfast with Benjamin</i>: The real reason the Fed is sitting on its hands boils down to a lousy employment market.

How financial advisers would reform the tax code
RETIREMENT TAX MAY 22, 2015
How financial advisers would reform the tax code

Simplification tops the list but it's not the only thing advisers want changed in the tax code. <i>(Check out these <a href="//www.investmentnews.com/gallery/20150214/FREE/213009999/PH&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">6 strange tax loopholes</a>)</i>

Saving for retirement should be advisers' top priority: Wharton's Marston
RETIREMENT RETIREMENT PLANNING MAY 20, 2015
Saving for retirement should be advisers' top priority: Wharton's Marston

Finance prof says advisers not getting message of the value of delaying Social Security until 66 across to clients.

Advisers like Rubio tax plan's simplicity, but shudder at details
RETIREMENT RETIREMENT PLANNING MAY 20, 2015
Advisers like Rubio tax plan's simplicity, but shudder at details

Plan would cut almost all tax deductions, but also would eliminate taxes on estates and capital gains, dividends.