Tax

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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.

RETIREMENT TAX MAR 03, 2015
Lengthy and painful tax season awaits Americans living abroad

Advisers need to be aware of the tax laws in foreign jurisdictions, as well.

Tax complexities delay distribution of 1099s
RETIREMENT WIREHOUSES MAR 03, 2015
Tax complexities delay distribution of 1099s

As brokerages feel pressure ramp up, forms coming later than usual.

RETIREMENT RETIREMENT PLANNING FEB 27, 2015
Income from rental properties requires careful tax planning

Second homes can provide good income, but are clients ready for the tax filing and landlord burden?

Oscars shine light on Alzheimer's costs
RETIREMENT RETIREMENT PLANNING FEB 27, 2015
Oscars shine light on Alzheimer's costs

Financial advisers can help clients take early steps to plan for the progressive disease.

House set to vote on making tax breaks for IRA charitable donations permanent
RETIREMENT RETIREMENT PLANNING FEB 27, 2015
House set to vote on making tax breaks for IRA charitable donations permanent

Advisers are hopeful that the House will approve making tax breaks for IRA charitable donations permanent, but are trying to keep expectations low.

Meet the 529 ABLE account: A new way to save for disabled beneficiaries
RETIREMENT RETIREMENT PLANNING FEB 26, 2015
Meet the 529 ABLE account: A new way to save for disabled beneficiaries

Clients with disabled children get a new vehicle

Morgan Stanley settles mortgage bond probe for $2.6 billion
RETIREMENT RIAS FEB 24, 2015
Morgan Stanley settles mortgage bond probe for $2.6 billion

<i>Breakfast with Benjamin</i>: Plus: Buffet's opaque empire, Obama's regulatory plans and New York's efforts to keep its meat hooks in tax refugees.

Who needs a cash balance plan? Not just New Jersey
RETIREMENT RETIREMENT PLANNING FEB 24, 2015
Who needs a cash balance plan? Not just New Jersey

A tussle over public pensions has thrust these defined-benefit plans into the spotlight.

The bond market and the Fed are suddenly marching in lockstep
RETIREMENT MUTUAL FUNDS FEB 24, 2015
The bond market and the Fed are suddenly marching in lockstep

<i>Breakfast with Benjamin</i>: The bond market and the Fed are suddenly marching in lockstep, with inflation clarity coming soon.

Social Security rules for divorced public employees
RETIREMENT RETIREMENT PLANNING FEB 20, 2015
Social Security rules for divorced public employees

Benefit reductions apply only to workers who did not pay FICA taxes.

Nine tax-saving apps for advisers
RETIREMENT PRACTICE MANAGEMENT FEB 20, 2015
Nine tax-saving apps for advisers

Put down your box of receipts and check out these tools.

RETIREMENT RETIREMENT PLANNING FEB 19, 2015
Suit against Social Security may shake up planning for LGBT clients

Couples file suit against agency, as Social Security attempts to recoup benefit overpayments.

Advisers wary but cool in light of TurboTax refund debacle
RETIREMENT TAX FEB 19, 2015
Advisers wary but cool in light of TurboTax refund debacle

Keep calm, but stay vigilant when filing your taxes.

RETIREMENT RETIREMENT PLANNING FEB 19, 2015
A crash course on Social Security benefits for gay couples

Two-thirds of states and Washington now allow same-sex marriage, opening the door for spousal and survivor benefits