Tax

Displaying 2748 results
Hillary Clinton goes after Wall Street
RETIREMENT EQUITIES APR 10, 2015
Hillary Clinton goes after Wall Street

<i>Breakfast with Benjamin</i>: Hillary Clinton goes after the financial industry, taking issue with CEO compensation.

Hidden tax benefits of Continuing Care Retirement Communities
RETIREMENT RETIREMENT PLANNING APR 10, 2015
Hidden tax benefits of Continuing Care Retirement Communities

Advisers planning for the long-term-care needs of clients ought to seriously consider the potential tax savings that come with continuing care retirement communities.

How to perfectly time your clients' Medicare enrollment
RETIREMENT RETIREMENT PLANNING APR 06, 2015
How to perfectly time your clients' Medicare enrollment

Decisions on Medicare enrollment carry a meaningful financial impact, are closely tied to Social Security choices

The cruelest month: IRS doesn't mess around in April
RETIREMENT TAX APR 05, 2015
The cruelest month: IRS doesn't mess around in April

Tax-time publicity, such as for prosecuting fraud, reminds the public of the agency's enforcement muscle.

RETIREMENT TAX APR 03, 2015
Not all loan interest is created equal

There's a lot of misunderstanding regarding the rules on deducting the interest paid on a loan.

More companies than ever avoid paying taxes
RETIREMENT ALTERNATIVES APR 03, 2015
More companies than ever avoid paying taxes

A record 54 companies in the S&amp;P 500 are now at least partially exempt from the corporate income tax, more than twice the number four years ago.

RETIREMENT REGULATION AND LEGISLATION APR 03, 2015
Want to change tax policy? Two powerful senators want to hear from you

Senate leaders are asking the public to add their ideas for overhauling the code to the bipartisan debate.

RETIREMENT TAX APR 01, 2015
Tax deductions even the professionals miss

Here are the six itemized deductions that people tend to miss most, from relocation expenses to summer camps.

RETIREMENT RETIREMENT PLANNING MAR 31, 2015
Use tax time to focus on retirement

This time of year is perfect for getting clients to contribute to their nest eggs and save on taxes

RETIREMENT RETIREMENT PLANNING MAR 31, 2015
Lifetime retiree health care cost projections up 6.5%

Average costs could exceed Social Security benefits in the future.

RETIREMENT RETIREMENT PLANNING MAR 27, 2015
Help clients navigate new landscape

Continued work - sometimes in a new field - is becoming the norm and requires planning

Income spike can reduce Social Security benefits
RETIREMENT RETIREMENT PLANNING MAR 25, 2015
Income spike can reduce Social Security benefits

Blame the temporary reduction on higher Medicare premiums.

RETIREMENT PRACTICE MANAGEMENT MAR 20, 2015
Tax season a nightmare for gay couples

Supreme Court decision could help but it will be too late.

Four strategies to boost Social Security benefits
RETIREMENT RETIREMENT PLANNING MAR 19, 2015
Four strategies to boost Social Security benefits

Financial advisers can help clients make the most of their benefits by considering key details about their age, marital status and work history.

Stop guesstimating, or worse, ignoring, your clients' health care costs in retirement
RETIREMENT RETIREMENT PLANNING MAR 19, 2015
Stop guesstimating, or worse, ignoring, your clients' health care costs in retirement

Software is available that gives advisers a fighting chance of determining long-term care costs and the need for insurance.

RETIREMENT RETIREMENT PLANNING MAR 18, 2015
Consider these tax consequences when splitting assets in a divorce

With divorce filings high at the start of a new year, brush up on tax and other implications of marriage dissolution.

Charitable IRA rollovers and what you're missing, thanks to Congress
RETIREMENT RETIREMENT PLANNING MAR 17, 2015
Charitable IRA rollovers and what you're missing, thanks to Congress

Every two years since 2006, Congress has renewed the charitable IRA rollover, a valuable tax planning tool, but financial advisers and donors are never sure if it will happen.

RETIREMENT REGULATION AND LEGISLATION MAR 15, 2015
Momentum building on tax reform

As senators invite the public to contact them with ideas on tax reform, advisers should speak up

Tax reform battle zeroes in on small businesses
RETIREMENT REGULATION AND LEGISLATION MAR 11, 2015
Tax reform battle zeroes in on small businesses

Corporate-only tax reform faces resistance for leaving out sole proprietorships, partnerships, LLCs and S corporations.

Maxing out a 401(k) doesn't mean you can't keep saving for retirement
RETIREMENT EQUITIES MAR 09, 2015
Maxing out a 401(k) doesn't mean you can't keep saving for retirement

<i>Breakfast with Benjamin</i>: Having a maxed-out 401(k) is a good problem to have, but saving for retirement shouldn't end there.