Tax

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How one single woman can collect three types of Social Security benefits
RETIREMENT RETIREMENT PLANNING DEC 07, 2014
How one single woman can collect three types of Social Security benefits

How one single woman can potentially collect three types of Social Security benefits and rack up significant guaranteed retirement income.

RETIREMENT RETIREMENT PLANNING DEC 04, 2014
How to avoid a tidal wave of taxes from IRAs

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

RETIREMENT RIAS DEC 04, 2014
Financial adviser, and Teddy bear collector, goes to prison for fraud

On Thursday's <i>Breakfast with Benjamin</i>, adviser, Teddy bear collector and former New York Islanders co-owner gets jail time for major financial fraud. Plus: Congress is finally disapproving of Congress, the real 'slack' in the labor market, and realizing even more things are taxable than you thought.

RETIREMENT OPINION DEC 04, 2014
Give me a (tax) break: ETFs and tax efficiency

Breaking down some key differences between ETFs and mutual funds so you can help clients avoid unpleasant surprises.

RETIREMENT RETIREMENT PLANNING DEC 03, 2014
Retirement plan contribution limits for tax year 2015 bring new opportunities

Higher limitations for contributions gives advisers a chance to remind clients to save.

RETIREMENT REGULATION AND LEGISLATION DEC 03, 2014
Adviser who sold tax avoidance schemes sent to prison for tax evasion

California man acting as a financial adviser was sentenced to two years in prison for filing false tax returns.

How children can reap the benefits of Social Security
RETIREMENT RETIREMENT PLANNING DEC 02, 2014
How children can reap the benefits of Social Security

When a parent retires, becomes disabled or dies, children can collect benefits.

RETIREMENT REGULATION AND LEGISLATION DEC 02, 2014
Senate expected to pass 'bare minimum' tax extender bill

House vote late Wednesday provides $42 million in temporary relieve to taxpayers but nothing for 2015.

RETIREMENT REGULATION AND LEGISLATION DEC 02, 2014
Accountants, advisers cautious on strategies as tax breaks remain elusive

Sometimes the best planning approach is to do nothing in an uncertain environment.

RETIREMENT ETFS DEC 02, 2014
How to avoid the unexpected capital gain gift

Even if an investor didn't sell shares in a fund this year, if a manager took profits or sold to meet redemptions, the investor shares in the tax burden.

RETIREMENT REGULATION AND LEGISLATION DEC 02, 2014
Political battle over 'tax and spend' unfolds in ways that help, hurt advisers

House has the upper hand on the Senate over tax reform

RETIREMENT RETIREMENT PLANNING DEC 01, 2014
Advisers must help clients decide how HSAs fit in their plans

Clients need more knowledge about health savings accounts and their potential role in helping fund health and retirement needs.

RETIREMENT RETIREMENT PLANNING NOV 30, 2014
How to help clients invest for college without sacrificing retirement

Striking a balance between saving for college and retirement is important, because emphasizing one over the other can ultimately jeopardize both.

RETIREMENT EQUITIES NOV 30, 2014
How to make good use of long-term capital gains

With stocks up sharply since 2009, a lot of people have long-term capital gains in taxable portfolios and can make cost-effective tax moves by donating appreciated stock.

RETIREMENT TAX NOV 30, 2014
Tax facts: The latest on exemptions and exclusions

The latest on exemptions, exclusions and other key numbers to help you wade through this year's tax thicket

RETIREMENT TAX NOV 30, 2014
How charitable giving can offset bull market gains

Year-end donations can help clients mitigate next year's tax bite.

RETIREMENT RETIREMENT PLANNING NOV 29, 2014
Why the IRS is toothless in the fight against supersized IRAs

On Thursday's <i>Breakfast with Benjamin</i> menu, the Government Accountability Office solves the riddle of the multimillion-dollar IRA. Plus: Oil stocks bounce on the Senate's Keystone 'no' vote, seniors can't wait for Social Security, and strippers pose a threat to the '1099 economy.'

RETIREMENT RETIREMENT PLANNING NOV 26, 2014
Government workers get first crack at phased retirement

Will federal program set an example for the private sector?

RETIREMENT RETIREMENT PLANNING NOV 25, 2014
IRS losing the battle over mega-IRAs as company founders fill retirement accounts with nonpublic stock

Outgoing Senate Finance Committee chair urges IRS, Treasury to step up.

RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 25, 2014
Ring out the old year with a bowlful of tax strategies

Tips to help make 2014 less painful than 2013 for wealthy clients