Tax

Displaying 2748 results
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

RETIREMENT PRACTICE MANAGEMENT MAR 24, 2014
Advisers brace for onslaught as Tax Day nears

New tax laws mean new and perhaps unexpected liabilities for clients – and even some advisers

RETIREMENT RETIREMENT PLANNING MAR 24, 2014
Huge gap in public's knowledge of Social Security rules

Difference between claiming strategies could be as much as $250,000 for a married couple.

RETIREMENT RETIREMENT PLANNING MAR 20, 2014
Getting the most from Social Security benefits

The first rule: If possible, don't file before 66. Second rule: If you can, file and suspend.

RETIREMENT RETIREMENT PLANNING MAR 19, 2014
More Americans renouncing citizenship

But declaring 'independence' comes with hefty taxes – which trusts can help curb.

RETIREMENT LIFE INSURANCE AND ANNUITIES MAR 19, 2014
Warning signs your client is at risk of an audit

Earnings above a certain threshold, charitable donations or business deductions may all be red flags that a client is a prime candidate for a tax audit. Here's a rundown of what advisers need to know to keep their clients away from the tax man.

RETIREMENT RETIREMENT PLANNING MAR 16, 2014
IRA moves that won't get you in trouble

With new IRS rules on rollovers coming soon, some tips on how to help clients avoid the tax man.

RETIREMENT RETIREMENT PLANNING MAR 14, 2014
Social Security accreditation program for advisers

One-day training session promises to give you a leg up on the competition.

RETIREMENT RETIREMENT PLANNING MAR 09, 2014
Making tough decisions to fix Social Security

A new policy simulation tool lets users design their own package of reforms to fully fund Social Security. If individual users can make these tough decisions, why can't elected officials?

RETIREMENT REGULATION AND LEGISLATION MAR 07, 2014
Obama's budget: What advisers need to know

SEC would get funding boost; limits placed on retirement-savings tax breaks for wealthy.

RETIREMENT RETIREMENT PLANNING MAR 07, 2014
Republican tax plan would hit Wall Street hard

Dave Camp, the Republican House Ways and Means Committee chairman, is filling in the blanks in his plan to revamp the U.S. tax code and leaning on the financial industry to help pay for lower tax rates.

RETIREMENT RETIREMENT PLANNING MAR 05, 2014
White House budget proposal targets Social Security benefits

President Obama's plan takes aim at strategies used by upper-income claimants to increase their benefits.

RETIREMENT RETIREMENT PLANNING MAR 03, 2014
Should clients carry a mortgage into retirement?

A new tool can help resolve an age-old debate

RETIREMENT EQUITIES FEB 26, 2014
An ETF 'missionary,' Dave Camp's tax plan

<i>Breakfast with Benjamin:</i> A man called &quot;Mr. ETF,&quot; plus the skinny on Dave Camp's tax plan, Edward Jones settles cold calling case, a Wall St. cop moves on and a new take on &quot;insider&quot; trading.

RETIREMENT TAX FEB 26, 2014
States taking their own capital gains bites, from big to small

Warning: Don't overlook the implication of state income taxes, ordinary income or capital gains.