Tax

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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.

Intra-family loans: Not your ordinary wealth transfer strategy
RETIREMENT PRACTICE MANAGEMENT MAR 06, 2015
Intra-family loans: Not your ordinary wealth transfer strategy

Another way to take advantage of low interest rates.

Line-by-line: Opportunities lie in your clients' income tax return
RETIREMENT TAX MAR 06, 2015
Line-by-line: Opportunities lie in your clients' income tax return

Though the individual income tax return is a window into the past, what it reveals can shape savings and investment strategies into the future. Advisers can mine the 1040 for information and savings ideas for clients.

Senator questions widespread tax dodges used by wealthy
RETIREMENT ALTERNATIVES MAR 06, 2015
Senator questions widespread tax dodges used by wealthy

Calls for curb to 'egregious tax loopholes' that enable varying tax bills for investors with the same underlying assets.

Social Security's negative returns
RETIREMENT RETIREMENT PLANNING MAR 05, 2015
Social Security's negative returns

Payroll tax contributions exceed lifetime benefits for most workers. <i>(Hear Mary Beth Franklin <a href=&quot;https://home.investmentnews.com/clickshare/eventPurchase.do?CSProduct=investmentnews-event&amp;CSEventId=1204&quot; target=&quot;_blank&quot;>answer advisers' questions on Social Security</a> today at 4 p.m.)</i>

What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets
RETIREMENT RIAS MAR 04, 2015
What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets

Changes could spark revolt, but 'when Congress needs dollars, they're going to get them,' one adviser says.

Rubio-Lee tax plan eliminates deductions and ties large, small business rates
RETIREMENT REGULATION AND LEGISLATION MAR 03, 2015
Rubio-Lee tax plan eliminates deductions and ties large, small business rates

Possible presidential hopeful seeks to simplify tax code with two rates for income taxes, one for corporate taxes.