Tax

Displaying 2742 results
RETIREMENT ALTERNATIVES NOV 17, 2013
Guidance on taxes lacking for certain alternatives

RETIREMENT PRACTICE MANAGEMENT NOV 15, 2013
Tax tips that can lighten a client's 2014 bill

RETIREMENT EQUITIES NOV 15, 2013
'Perfect storm' for tax swaps means potentially fruitful strategy for advisers

Here's one way to use the drop in bond prices and the rise in other assets to your tax advantage. Caution: it's not for every investor.

RETIREMENT RETIREMENT PLANNING NOV 14, 2013
Advisers have big role helping plan Social Security benefits

Pension expert Mitchell calls program "best deal going."

RETIREMENT RETIREMENT PLANNING NOV 14, 2013
Sixty-six is the magic age

RETIREMENT EQUITIES NOV 10, 2013
Maximize loss harvesting year-round

RETIREMENT EQUITIES NOV 08, 2013
Friday markets brace for three big reports

Three big reports to hit the market, plus: Bitcoin spikes as euro takes a dive, Bernanke's prezzie to Yellen and advisers' big headache. Curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.

RETIREMENT EQUITIES NOV 07, 2013
Say #Hello to the new Twitter billionaires

Plus: Deutsche Bank's new China ETF hottest launch since 2007

RETIREMENT TAX NOV 04, 2013
IRA charitable deduction, 56 other tax goodies set to expire Dec. 31

Federal deductions for individuals for state and local taxes, as well as R&amp;D credits for businesses also on list.

RETIREMENT RETIREMENT PLANNING NOV 04, 2013
Standing up for SSA employees

Social Security employees are highly trained professionals who put the public's interest first.

RETIREMENT RETIREMENT PLANNING NOV 01, 2013
The rise of Social Security zombies

Mary Beth Franklin dishes on how the Social Security Administration sends millions in benefits to deceased people...and how, in some cases, people who are very much alive are declared dead.

RETIREMENT RETIREMENT PLANNING NOV 01, 2013
False alarm over Social Security rules for divorced spouses

What to do when you get the wrong answer from SSA

RETIREMENT RETIREMENT PLANNING OCT 30, 2013
Collecting Social Security on your ex – dead or alive!

Benefits depend on if you remarry and when.

RETIREMENT RETIREMENT PLANNING OCT 30, 2013
Social Security to release 2014 COLA data next week

Next week, the Bureau of Labor Statistics will issue the September Consumer Price Index report, the final piece of data that the Social Security Administration needs to plug into its annual cost of living adjustment formula. Social Security benefits &#8212; and the taxable wage base for workers &#8212; will be slightly higher next year as a result of the COLA.

RETIREMENT RETIREMENT PLANNING OCT 30, 2013
Government shutdown delays Social Security COLA announcement

Labor Department says CPI report will not be released next week.

RETIREMENT RETIREMENT PLANNING OCT 30, 2013
Mary Beth Franklin: Clients get two-fer when they postpone Social Security

They earn 8%-per-year delayed retirement credits plus annual COLAs

RETIREMENT RIAS OCT 30, 2013
COLA boosts estate tax exemption for couples to $10.5M

IRS also sets tax break for single filers at $5.25M

RETIREMENT TAX OCT 25, 2013
Clients ignoring investment income tax but it's coming

Still time to strategize to minimize impact; trusts likely to feel the brunt.

RETIREMENT MUTUAL FUNDS OCT 25, 2013
Tax-managed indexing can offer boost

Such strategies can be even better than ETFs and mutual funds

RETIREMENT RETIREMENT PLANNING OCT 23, 2013
Unraveling mystery Social Security lump-sum payments

Some retirees can receive up to six-months of retroactive benefits.