Tax

Displaying 2742 results
RETIREMENT EQUITIES DEC 20, 2013
Fed set to knock another $10B off its quantitative easing program

Breakfast with Benjamin: At Bernanke's final meeting, Fed poised to cut another $10B from its bond-buying program. Plus: CEOs struggle to manage expectations, income tax pain hits home, a tale of two homebuilder ETFs, and young folks aren't biting on the Obamacare sales pitch.

RETIREMENT OPINION DEC 19, 2013
Optimizing tax-loss harvesting

Crucial blocking and tackling for financial advisers

RETIREMENT RETIREMENT PLANNING DEC 16, 2013
Social Security's rearview mirror: Retroactive benefits

How to maximize Social Security benefits for a married couple, both of whom turned 66 in January 2013, and are just now filing.

RETIREMENT RETIREMENT PLANNING DEC 16, 2013
Tax break for repaying Social Security benefits

Depending on your income, some of your Social Security benefits may be taxable. But if you repay benefits, you may be eligible for a deduction or credit.

RETIREMENT RIAS DEC 16, 2013
Last-minute scramble to save on taxes: A couple oldies-but-goodies and a few interesting new ideas

Decisions clients make in the next four weeks can make a significant difference in their annual tax bill.

How to hedge bets when claiming Social Security
RETIREMENT RETIREMENT PLANNING DEC 16, 2013
How to hedge bets when claiming Social Security

The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.

RETIREMENT TAX DEC 16, 2013
Clearing up the confusion over survivor benefits

I am thankful to all my faithful <em>InvestmentNews</em> readers, especially those like Jon Smith, a financial planning consultant with Stifel Investment Services in St. Louis, who track of my blog posts and keep me honest.

RETIREMENT RETIREMENT PLANNING DEC 15, 2013
Advisers need to boost knowledge of Social Security

RETIREMENT RETIREMENT PLANNING DEC 15, 2013
Keep your eyes on the calendar

RETIREMENT RETIREMENT PLANNING DEC 13, 2013
The trick of Social Security in first year of retirement

Earnings in months leading up to retirement date can be ignored.

RETIREMENT RETIREMENT PLANNING DEC 09, 2013
Senators seek more retirement plan pop

Legislators looking for ways to boost Americans' savings for retirement and access to advice.

RETIREMENT RETIREMENT PLANNING DEC 08, 2013
Is age 70 the new 65 for retirement?

Recent research shows that due to increases in Social Security's delayed-retirement credit, the real retirement age might now be 70.

RETIREMENT EQUITIES DEC 03, 2013
Grab your gains and hold on tight – at least till New Year's

With the S&amp;P 500 up more than 29% from the start of the year, on the heels of a 15% gain last year, it is a safe bet that there are plenty of taxable gains sitting inside client portfolios. But even if you feel the market is getting rich, it might be worth waiting until after Jan. 1 to cash out.

RETIREMENT TAX DEC 03, 2013
New 3.8% surtax means new tax strategies for business owners

Chances of avoiding that tax may come down to whether a business owner has active or passive participation.

RETIREMENT RETIREMENT PLANNING NOV 26, 2013
Best laid Social Security-claiming plans gone awry

If a client talks about claiming Social Security benefits before full retirement age that don't ring true, ask questions. It could make a huge difference in their long-term financial security.

RETIREMENT RETIREMENT PLANNING NOV 24, 2013
Make sure clients road-test retirement

RETIREMENT RETIREMENT PLANNING NOV 21, 2013
When clients claim Social Security without telling you

Have a client who &amp;mdash; unbeknownst to you &amp;mdash; filed for Social Security benefits early? Mary Beth Franklin unwraps the two ways for beneficiaries to increase their benefits after initially claiming them.

RETIREMENT EQUITIES NOV 19, 2013
When undervalued stocks are expensive

How to find undervalued stocks in a bull market. Plus, Bitcoin (yes, Bitcoin) gets legit; big investors licking their chops at BofA $8.5B settlement proposal; some good news for Madoff victims; and welcome back cap gain distributions. Curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.

RETIREMENT MUTUAL FUNDS NOV 19, 2013
To manage steep gains, advisers need to open the tax toolbox

This year's big stock market gains are forcing advisers to think about how to help their clients contend with a potentially stiff capital gains tax bite from mutual fund distributions.

RETIREMENT RETIREMENT PLANNING NOV 19, 2013
Online account only way to access benefit data