Tax

Displaying 2742 results
RETIREMENT RETIREMENT PLANNING SEP 08, 2014
Inflation, markets affect Social Security claiming decision

Discount rate, inflation and taxes determine the lifetime value.

RETIREMENT RETIREMENT PLANNING SEP 04, 2014
Social Security tool steps out with new version

Popular software program's improvements include the ability to compare up to four claiming strategies side-by-side.

RETIREMENT RETIREMENT PLANNING SEP 03, 2014
Social Security offset rules can cut or eliminate benefits

Public employees, including some schoolteachers, may not be aware of reductions.

Lump sum or monthly pension? How I made my decision
RETIREMENT RETIREMENT PLANNING AUG 29, 2014
Lump sum or monthly pension? How I made my decision

The question is one advisers are likely to hear more often. The answer depends on a person's financial needs, life expectancy and access to other assets.

RETIREMENT EQUITIES AUG 28, 2014
Smart beta, by any other name, is still smart

On today's <i>Breakfast with Benjamin</i> menu, a look at how smart beta has grown in prominence despite criticism, the performance-killing fees of active management, another type of corporate inversion, and more.

RETIREMENT EQUITIES AUG 26, 2014
Warren Buffett's tax fairness doublespeak

In today's <i>Breakfast with Benjamin</i>, Warren Buffett's fails to put his money where his mouth is, Canada finds a sensible way to stop corporate inversions, the Fed pushes rate-hike rumors out to the end of next year, and more.

RETIREMENT RETIREMENT PLANNING AUG 25, 2014
For (almost) every rule there are exceptions

There are more than 2,700 &quot;rules&quot; around claiming Social Security benefits and most of them can be broken

RETIREMENT RIAS AUG 22, 2014
The Fed should raise rates, but it won't

<i>Breakfast with Benjamin:</i> The Fed should raise rates but... Plus: Financial advisers turn to options investing; the French government calls it quits; the SEC goes after asset-backed bonds; another Obamacare surprise; and what is really the most important meal of the day

RETIREMENT RETIREMENT PLANNING AUG 21, 2014
Everyone's talking about postponing Social Security benefits

RETIREMENT RETIREMENT PLANNING AUG 21, 2014
Minimum Social Security benefit protects survivors

Widow's benefit could be larger than deceased spouse's reduced amount.

RETIREMENT RETIREMENT PLANNING AUG 21, 2014
Wife's unexpected death draws Social Security questions

Widower wonders whether he should change claiming plans.

RETIREMENT RETIREMENT PLANNING AUG 21, 2014
How higher Medicare premiums affect Social Security benefits

One woman finds out the real reason why her Social Security check declined.

RETIREMENT RETIREMENT PLANNING AUG 20, 2014
GAO report calls for more disclosure of managed accounts in 401(k)s

The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.

RETIREMENT EQUITIES AUG 18, 2014
Who's risk averse? Not Millennials

Concern that the future of the federal safety net for seniors is precarious and the ubiquity of 401(k)s are prompting those born from 1979 to 1996 to get an earlier start on saving than prior generations, And they're ending up in stocks.

RETIREMENT ALTERNATIVES AUG 17, 2014
Derivative basket options questioned

RETIREMENT TAX AUG 14, 2014
What's next for Robin Williams' family?

Although he had 'bills to pay,' he put his real estate in a trust and appears to have provided for his children.

RETIREMENT TAX AUG 13, 2014
Advisers beware: Corporate inversions could mean higher tax bills for your clients

Companies moving abroad to avoid taxes &#8212; corporate inversions &#8212; could trigger capital gains and additional paperwork for clients.

RETIREMENT RETIREMENT PLANNING AUG 11, 2014
Social Security: What professional women need to know

The right claiming strategy can significantly increase lifetime benefits

RETIREMENT RETIREMENT PLANNING AUG 11, 2014
Creative claiming strategies increase Social Security benefits

A few important concepts can help clients bring in more during their retirement years.

Widower asks why he didn't get survivor benefits
RETIREMENT RETIREMENT PLANNING AUG 07, 2014
Widower asks why he didn't get survivor benefits

Blame it on family maximum limits, not sexism.