Tax

Displaying 2742 results
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.

RETIREMENT RETIREMENT PLANNING SEP 20, 2013
Most retirees get only one chance to claim Social Security benefits

But a spouse can sometimes step up to a larger benefit later

RETIREMENT RETIREMENT PLANNING SEP 12, 2013
Timing is everything when ex-spouses claim Social Security

Ex can claim on former spouse's record, even one who hasn't yet retired.

RETIREMENT RETIREMENT PLANNING SEP 10, 2013
What's in a (Social Security) number?

Those famous nine-digit numbers are no longer tied to geography

RETIREMENT RETIREMENT PLANNING SEP 10, 2013
Biological ties trump marriage bond for Social Security benefits

Young child qualifies when a parent claims retirement benefits.

RETIREMENT RETIREMENT PLANNING SEP 08, 2013
Social Security earnings limit clarified

RETIREMENT RETIREMENT PLANNING SEP 08, 2013
Rethinking life insurance for gays

RETIREMENT PRACTICE MANAGEMENT SEP 05, 2013
Tax rule changes require re-planning

Advisers scurrying to learn new rules for same-sex married couples.