Tax

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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 — and the taxable wage base for workers — 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.

RETIREMENT TAX OCT 20, 2013
Giant dividends: Bonanza or tax trap?

RETIREMENT RETIREMENT PLANNING OCT 15, 2013
Age differences can muddle Social Security-claiming strategies

Married couples should focus on maximizing survivor benefits.

Decoding Social Security's family maximum-benefit rules
RETIREMENT RETIREMENT PLANNING OCT 14, 2013
Decoding Social Security's family maximum-benefit rules

Couples aren't affected if no minor children are collecting benefits.

RETIREMENT TAX OCT 13, 2013
James Glassman touts taxing consumption instead of earnings

Live from the IMCA conference: 'Policy change is really key to growth,' he says

RETIREMENT RETIREMENT PLANNING OCT 02, 2013
Social Security: Making up for lost time

RETIREMENT RETIREMENT PLANNING OCT 02, 2013
Resist the urge to grab Social Security benefits early

Don't fear, retirement benefits won't disappear in the future.

RETIREMENT RETIREMENT PLANNING SEP 30, 2013
Magic retirement number is 66, but Medicare a key factor

New study finds employee and retiree health care coverage impacts length of working life

RETIREMENT RETIREMENT PLANNING SEP 26, 2013
A real life case of confused claiming strategies

When to use 'file and suspend' vs. a restricted claim for spousal benefits.

RETIREMENT RETIREMENT PLANNING SEP 25, 2013
Two options to 'super-size' Social Security benefits

How financial advisers can help their clients who claim reduced Social Security benefits early and regret it later take steps to reset and maximize their benefits.

Not all MLP funds created equal
RETIREMENT TAX SEP 24, 2013
Not all MLP funds created equal

Some go to extraordinary lengths to qualify for preferential treatment under the tax code.

RETIREMENT TAX SEP 22, 2013
Holding periods are a moving target

RETIREMENT RETIREMENT PLANNING SEP 20, 2013
A timely reminder: Sign up for online Social Security account

RETIREMENT RETIREMENT PLANNING SEP 20, 2013
Social Security earnings limits apply to gross wages

Deductions for 401(k) contributions don't affect income subject to cap.