Tax

Displaying 2742 results
RETIREMENT TAX APR 28, 2014
Nitty-gritty of claiming college tax credits

With the $2,500 American Opportunity Tax Credit's phaseout now at $180,000 of modified adjusted gross income, more parents are eligible. But claiming it requires coordination with distributions from 529s and education savings accounts.

RETIREMENT EQUITIES APR 27, 2014
Sell in May and go away?

<i>Breakfast with Benjamin:</i> Time to sell stocks? Plus: All you need to know about the Fed's policy decision today, lessons from a Texas-size bankruptcy, lingering effects of the polar vortex, a social media darling trips up, and the latest on Rep. Dave Camp's tax reform plan.

RETIREMENT RETIREMENT PLANNING APR 27, 2014
Letters to the Editor

RETIREMENT TAX APR 24, 2014
Higher tax rates fail to dent economic growth

As the political fight over raising taxes for high-income Americans fades, so are predictions for negative economic fallout. The first boost in marginal income rates in 20 years is already reducing the U.S. budget deficit without tipping the economy into recession.

RETIREMENT RETIREMENT PLANNING APR 23, 2014
The best- and worst-performing target date funds

RETIREMENT RETIREMENT PLANNING APR 22, 2014
Practice makes perfect when it comes to retirement

T. Rowe Price's Christine Fahlund puts theories to test.

RETIREMENT RETIREMENT PLANNING APR 21, 2014
Social Security training course covers program nuts and bolts

Course covers finer points of Windfall Elimination Provision calculations, but needs more emphasis on claiming strategies.

RETIREMENT RETIREMENT PLANNING APR 21, 2014
Millions set up online Social Security accounts

But a credit freeze could complicate the sign-up process.

RETIREMENT TAX APR 20, 2014
Tax lessons learned for the 2013 season

Six tips could prevent your clients from getting slapped with a four-figure tax bill next year.

File and suspend won't be suspended … just yet
RETIREMENT RETIREMENT PLANNING APR 17, 2014
File and suspend won't be suspended … just yet

Obama budget proposal seems to target some Social Securities claiming strategies but this popular one is safe - for now.

RETIREMENT RETIREMENT PLANNING APR 14, 2014
What female retirees don't know can hurt them

Some divorced spouses are clueless about Social Security benefits

Two wives, two sets of Social Security benefits
RETIREMENT RETIREMENT PLANNING APR 14, 2014
Two wives, two sets of Social Security benefits

Current and ex-spouses don't have to share survivor benefits.

RETIREMENT EQUITIES APR 11, 2014
Investors turn focus to first-quarter earnings

<i>Breakfast with Benjamin:</i> All eyes are on earnings. Plus: The SEC discovers high-frequency trading, momentum takes out passive investors, AAA credit ratings becoming extinct, new love for emerging markets, six solid stocks to watch this week, overwhelmed at the IRS, and Switzerland votes for the world's highest minimum wage.

RETIREMENT RETIREMENT PLANNING APR 11, 2014
Social Security tool does a disservice to the program All Americans should take this survey

RETIREMENT RIAS APR 08, 2014
Account opening is No. 1 tech concern: Survey

Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.

RETIREMENT TAX APR 07, 2014
LGBT married clients weather complicated tax season

Same-sex couples need new strategies in tough tax climate

RETIREMENT TAX APR 02, 2014
Capital gains surged ahead of U.S. tax increase

Investors took profits in 2012 before the top capital gains rate rose to 23.8% and President Obama's investment tax for his health care plan took effect. Capital gains surged 60% in 2012 over 2011.

How to interpret Social Security benefit statements
RETIREMENT RETIREMENT PLANNING MAR 31, 2014
How to interpret Social Security benefit statements

Public sector workers' payments may be reduced.

RETIREMENT RETIREMENT PLANNING MAR 31, 2014
Mary Beth Franklin: Budget raises questions about fate of claiming strategies

Unclear if and when proposed change might take effect, still more vague about what strategies would be affected.

RETIREMENT RETIREMENT PLANNING MAR 26, 2014
Mary Beth Franklin: Secrets for claiming retroactive Social Security benefits