Tax

Displaying 2748 results
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.

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.