Tax

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RETIREMENT TAX FEB 04, 2015
House passes two tax-reform bills

Legislation would repeal estate tax, make state, local sales tax deductions permanent.

Warren Buffett pushes Obama to build the Keystone pipeline
RETIREMENT EQUITIES FEB 04, 2015
Warren Buffett pushes Obama to build the Keystone pipeline

<i>Breakfast with Benjamin</i>: Warren Buffett wants President Obama to approve the Keystone pipeline. Plus: Rocky Mountain high tax revenues, ECB puts Greek debt in the doghouse, and institutional investors are bullish and careful.

Tax traps to avoid in 2015
RETIREMENT TAX FEB 03, 2015
Tax traps to avoid in 2015

Plenty of paperwork and pain await taxpayers and accountants this year. Here are the biggest pitfalls to watch out for.

House approves bill easing 529 plan rules
RETIREMENT REGULATION AND LEGISLATION FEB 02, 2015
House approves bill easing 529 plan rules

Families may get to pay for computers again with these popular college savings accounts.

RETIREMENT REGULATION AND LEGISLATION FEB 02, 2015
Stephanie Kelton comes to Washington after ruffling feathers in adviser community

Self-styled 'Deficit Owl' believes government can spend as much as needed to spur economic growth, get to full employment.

How to get workers to chip in more money toward HSAs
RETIREMENT RETIREMENT PLANNING FEB 02, 2015
How to get workers to chip in more money toward HSAs

Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.

RETIREMENT TAX FEB 02, 2015
Obama backs off 529 college savings plan proposal

Issue becomes distraction from president's broader plan to expand and simplify tax breaks for education

Obama's capital gains tax plan: What it boils down to for you and your clients
RETIREMENT TAX FEB 02, 2015
Obama's capital gains tax plan: What it boils down to for you and your clients

Three potential financial planning issues you might have to handle if president's proposal becomes law.

Obama seeks overhaul of corporate tax system
RETIREMENT TAX FEB 01, 2015
Obama seeks overhaul of corporate tax system

In budget proposal, president to offer companies system they have sought but on less favorable terms.

RETIREMENT TAX FEB 01, 2015
Clients may need hand-holding this tax season

The IRS should re-examine its budgetary priorities and direct more of its shrinking resources to taxpayer guidance and assistance

FSI to zero in on state advocacy this year
RETIREMENT RETIREMENT PLANNING JAN 29, 2015
FSI to zero in on state advocacy this year

Group set to launch lobbying days in Florida, Texas, New York and California.

RETIREMENT RETIREMENT PLANNING JAN 29, 2015
Recent Supreme Court case offers lessons for managing inherited IRAs

Inherited IRAs being impacted by bankruptcy is a remote event, but advisers and clients should still be prepared

Two new Social Security books to add to your go-to list
RETIREMENT RETIREMENT PLANNING JAN 28, 2015
Two new Social Security books to add to your go-to list

Add one to your bookshelf and refer clients to the other.

Retirement crisis is real and getting worse: Study
RETIREMENT RETIREMENT PLANNING JAN 27, 2015
Retirement crisis is real and getting worse: Study

More than half of U.S. households don't have enough saved for retirement, Center for American Progress finds.

Little incentive to use 529 plans under Obama proposal
RETIREMENT TAX JAN 27, 2015
Little incentive to use 529 plans under Obama proposal

College planning would change under president's reforms to education tax code.

2014 stock market rally pays off for charitable giving
RETIREMENT RETIREMENT PLANNING JAN 26, 2015
2014 stock market rally pays off for charitable giving

The markets giveth, and keep on giving

The next thing to worry about: Investor overconfidence
RETIREMENT RIAS JAN 26, 2015
The next thing to worry about: Investor overconfidence

In Friday's <i>Breakfast with Benjamin</i>, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.

RETIREMENT PRACTICE MANAGEMENT JAN 25, 2015
Obama's tax proposals fall short

Some of the president's tax plans likely will give nightmares to the clients of financial advisers.

TurboTax raises prices and the tax-prep software battle is on
RETIREMENT FINTECH JAN 21, 2015
TurboTax raises prices and the tax-prep software battle is on

But comparing the three market leaders &amp;mdash; TurboTax, TaxACT and H&amp;R Block &amp;mdash; isn't easy.

Weighing a Plan B in estate planning in light of Obama's proposed tax overhaul
RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 21, 2015
Weighing a Plan B in estate planning in light of Obama's proposed tax overhaul