Tax

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RETIREMENT TAX FEB 25, 2014
Credit Suisse's U.S. clients in limbo as prosecutors inch ahead

Thousands of Credit Suisse Group AG's U.S. clients still don't know whether tax authorities will learn their identities as prosecutors work to conclude a three-year probe of how the bank helped them evade taxes.

RETIREMENT ALTERNATIVES FEB 25, 2014
Bitcoin trouble, another coin bonanza and Tesla shines

<i>Breakfast with Benjamin:</i> Trouble in bitcoin land (but there's a silver lining) while one couple strikes gold with other coins. Plus: Tesla shines, Credit Suisse does not and looking for Macy's shoppers.

RETIREMENT RETIREMENT PLANNING FEB 25, 2014
New Social Security tool debuts for advisers

The latest benefits optimizing software is free.

Don't get greedy with Social Security strategies
RETIREMENT RETIREMENT PLANNING FEB 25, 2014
Don't get greedy with Social Security strategies

Don't get greedy when trying to maximize Social Security benefits for your clients. Beneficiaries are entitled to only one claim per person. <i>InvestmentNews</i> contributing editor Mary Beth Franklin has the details.

Social Security benefits subject to a family maximum limit
RETIREMENT RETIREMENT PLANNING FEB 25, 2014
Social Security benefits subject to a family maximum limit

Payments to spouse and children may be reduced.

RETIREMENT RETIREMENT PLANNING FEB 24, 2014
New public opinion poll supports Social Security reform

Changes including raising full retirement age, making more income subject to payroll tax gain support.

RETIREMENT TAX FEB 23, 2014
When buying puts to protect profits

RETIREMENT REGULATION AND LEGISLATION FEB 17, 2014
Hard work undone by election year politics

The departure of Sen. Max Baucus as Senate Finance Committee chairman has set back efforts to achieve comprehensive tax reform.

RETIREMENT RETIREMENT PLANNING FEB 10, 2014
Delayed retirement credits accrue, but are not compounded

Future cost-of-living adjustments applied to larger base benefit

The most commonly asked Social Security question
RETIREMENT RETIREMENT PLANNING FEB 07, 2014
The most commonly asked Social Security question

Can both spouses file and suspend their benefits?

RETIREMENT RETIREMENT PLANNING FEB 03, 2014
Age matters in Social Security-claiming strategies

Taking benefits early means permanent reduction &amp;ndash; but sometimes that's OK.

RETIREMENT RETIREMENT PLANNING FEB 02, 2014
Public pensions offset Social Security

Advisers must know whether clients who have worked for federal, state or city governments may be affected by pension rules that can reduce or even eliminate certain Social Security benefits.

RETIREMENT TAX JAN 31, 2014
Tax traps to avoid for year-end charitable donations

Major changes that kicked in this year, thanks to the American Taxpayer Relief Act of 2012, likely will result in increased interest in charitable giving by clients interested in softening the bite of even higher brackets on income and capital gains taxes. As a refresher, the highest income tax rate rose in 2013 to 39.6%, while the highest capital gains rate is now 20%. To make things even more interesting, ATRA has also established a net investment income tax of 3.8%.

RETIREMENT PRACTICE MANAGEMENT JAN 30, 2014
Health savings accounts gain in popularity

They're a great way to save on federal taxes, but state treatments differ widely.

RETIREMENT RETIREMENT PLANNING JAN 27, 2014
Don't overlook planning for health care during retirement

Financial planning practices are on a collision course with skyrocketing retirement health care costs, which could lead to higher-than-expected health care costs during retirement.

Social Security begins paying survivor benefits to same-sex married couples
RETIREMENT RETIREMENT PLANNING JAN 21, 2014
Social Security begins paying survivor benefits to same-sex married couples

To qualify for survivor's benefits, spouses must have been married nine months, except under certain conditions.

RETIREMENT RETIREMENT PLANNING JAN 19, 2014
Taxpayers act with enough incentive

Roth conversions came in at $64.8 billion in 2010, above an expected $26.5 billion.

RETIREMENT PRACTICE MANAGEMENT JAN 16, 2014
States continue to claim their share through the estate tax

RETIREMENT RETIREMENT PLANNING JAN 14, 2014
Married couples can split Social Security-claiming strategies

But each spouse can chose only one tactic.

RETIREMENT RETIREMENT PLANNING JAN 14, 2014
Portability election emerges as new locus of estate planning

With the estate tax exclusion being set at $5.25 million per person, it's easy for affluent clients whose estates don't quite hit that level to write off creating estate plans or building trusts. But even those in-between clients benefit from establishing trusts in select scenarios.