Tax

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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

RETIREMENT FINTECH NOV 24, 2014
New, easy and free technology to figure out capital gains distributions

Online database makes avoiding complicated tax savings a thing of the past.

RETIREMENT MUTUAL FUNDS NOV 24, 2014
Higher taxes loom for fund investors

Financial advisers doing end-of-the-year planning for clients must begin the work of reconciling the gains of the U.S. economy and financial markets with mutual fund and ETF capital gains that could increase those clients' tax liabilities.

RETIREMENT PRACTICE MANAGEMENT NOV 24, 2014
Mixing tax time and the holidays

Financial advisers should be urging their higher-income clients to come in for tax planning sessions.

RETIREMENT RETIREMENT PLANNING NOV 24, 2014
Rethinking the traditional retirement income glide path

New software takes headaches out of the bucket strategy

RETIREMENT RETIREMENT PLANNING NOV 20, 2014
IRS sets cost of living adjustments for 2015

Contribution limits climb but not for IRAs

RETIREMENT RETIREMENT PLANNING NOV 18, 2014
Being a traffic cop at the intersection of disability and Social Security benefits

Social Security tools can't account for disability benefits, which opens up a great opportunity for advisers.

RETIREMENT RETIREMENT PLANNING NOV 18, 2014
Deconstructing Social Security rules for remarriage

Separate rules for claiming benefits apply to divorced spouses, survivors.

RETIREMENT RETIREMENT PLANNING NOV 18, 2014
Majority of women claim Social Security early

Education campaign promotes working with financial advisers to optimize benefits.

RETIREMENT OPINION NOV 18, 2014
What to do about dementia? Advice for the adviser

To efficiently serve and protect clients that develop dementia, specific steps can be taken

RETIREMENT TAX NOV 16, 2014
Working around the wash-sale rule

Options can be handy tools for loss harvesting, but be careful you don't run afoul of the IRS

RETIREMENT FINTECH NOV 14, 2014
Five tax moves made easier with technology

Software can make these labor-intensive strategies a breeze.

RETIREMENT EQUITIES NOV 12, 2014
Strong dollar makes a strong case for currency-hedged ETFs

Midweek <i>Breakfast with Benjamin:</i> What's making dollar bulls cheer. Plus: Picking winners and losers in the net-neutrality fight, Goldman's coveted promotion cycle, Dems suddenly like the Keystone XL pipeline, and Tim Geithner ruffles the Europeans.

RETIREMENT RETIREMENT PLANNING NOV 11, 2014
Republicans expected to tackle retirement issues in 2015

Bipartisan spirit could lead to movement on key initiatives, including small employer 401(k)s; state actions also possible.

RETIREMENT TAX NOV 10, 2014
Advisers, clients prepping new playbook to handle American Taxpayer Relief Act

New taxes, higher tax brackets call for some fancy footwork by advisers and accountants seeking to mitigate effects of tax law changes.