Tax

Displaying 2742 results
RETIREMENT EQUITIES DEC 23, 2014
Cheap oil is drawing bargain hunters to energy ETFs

<i>Breakfast with Benjamin:</i> Cheap oil draws interest in energy ETFs. Plus: Finding value under the hood of hedge funds, how to talk like a Wall Street guru, and get insurance or get ready for Obamacare taxes.

RETIREMENT RETIREMENT PLANNING DEC 23, 2014
Resolving confusion over Social Security survivor benefits

Higher-earning spouse wrongly believed she couldn't collect widow's benefit.

RETIREMENT EQUITIES DEC 23, 2014
Why the financial markets get so excited by revised growth numbers

On the <i>Breakfast with Benjamin</i> menu today: Mohamed El-Erian breaks down the better-than-expected economic growth numbers. Plus: Warren Buffett's big year, gold investors are only starting to feel the hurt, and finding value where others only see tax-loss selling.

RETIREMENT RETIREMENT PLANNING DEC 23, 2014
As nest eggs grow, so does need for expertise

Many have significant savings but don't know how to make it last

RETIREMENT RETIREMENT PLANNING DEC 23, 2014
How to trim Social Security reductions for public employees

Continued years of work in the private sector can ease the impact of benefit cuts on public workers.

RETIREMENT MUTUAL FUNDS DEC 23, 2014
Are ETFs really cheaper than mutual funds?

New report from Morningstar casts doubt on the relative cost advantages of popular exchange-traded funds. And there is, of course, the Vanguard effect.

RETIREMENT OPINION DEC 22, 2014
Why security in retirement is often luck of the draw

Specific returns clients earn on investments right around retirement disproportionately impact their lifetime outcomes.

RETIREMENT RETIREMENT PLANNING DEC 21, 2014
Is your core strategy getting flabby?

Increasing high-yield exposure in an intermediate-bond portfolio may add return, but is risky

RETIREMENT TAX DEC 18, 2014
Tips to help make this year less painful for wealthy clients

From charitable giving to capital gains and Roth conversions, ways to ease tax bills.

More advisers are turning to donor-advised funds
RETIREMENT ETFS DEC 17, 2014
More advisers are turning to donor-advised funds

Popularity is rising among philanthropically inclined investors hoping to offset capital gains taxes.

RETIREMENT RETIREMENT PLANNING DEC 17, 2014
How to avoid a tidal wave of taxes from IRAs

Pre-retirement planning strategies help reduce tax impact from required minimum distributions.

RETIREMENT RETIREMENT PLANNING DEC 15, 2014
New congressional plan calls for wealth redistribution

Proposal would hike investment taxes &#8212; and impose a transaction fee &#8212; but cut taxes for households under $200,000 income.

RETIREMENT TAX DEC 14, 2014
Some year-end tax strategies to consider

RETIREMENT TAX DEC 14, 2014
Saving for retirement likely to be harder for small-business owners under tax reform

Take steps to accelerate retirement plan contributions before the enactment of new limits, taxes and rules.

RETIREMENT EQUITIES DEC 14, 2014
Maybe the Fed isn't going to raise rates next year

Paul Krugman is skeptical of the consensus for a rate hike. <i>Plus:</i> The risky downside of oil's slide, passive investing all the rage, Congress actually does something, Americans turn bullish.

RETIREMENT RETIREMENT PLANNING DEC 12, 2014
No double dipping on Social Security claiming

Each spouse gets one, but couples can exercise a combo strategy.

RETIREMENT RETIREMENT PLANNING DEC 11, 2014
Joan Rivers' estate planning gambit: A New York state of residence

A quirk that splits Joan Rivers' state of residency and state of domicile catches estate planning experts' eyes.

RETIREMENT RETIREMENT PLANNING DEC 10, 2014
Americans have a low retirement IQ

More than 75% are clueless when it comes to drawing down income in their golden years.

RETIREMENT RETIREMENT PLANNING DEC 09, 2014
How immigration reform could impact Social Security

Additional payroll taxes would bolster trust funds initially

RETIREMENT RETIREMENT PLANNING DEC 07, 2014
Financial advisers need to check up on clients' medical debt

About 52% of the collections reported by credit agencies are owed to hospitals and other medical providers. Advisers must stand ready to help negotiate claims and make sure medical debt doesn't wreck client credit reports.