Tax

Displaying 2749 results
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.

RETIREMENT RETIREMENT PLANNING SEP 05, 2013
Higher earnings limit applies in the year worker reaches 66

Social Security earnings cap disappears at full retirement age.

RETIREMENT OPINION SEP 05, 2013
Social Security spousal benefits don't earn delayed retirement credits

RETIREMENT RETIREMENT PLANNING SEP 05, 2013
Don't be fooled by Social Security benefits estimates

RETIREMENT RETIREMENT PLANNING SEP 04, 2013
Higher earnings limit applies at 66

RETIREMENT RETIREMENT PLANNING SEP 04, 2013
The when, who and how of creative Social Security strategies

When file and suspend makes sense — and when it doesn't

RETIREMENT TAX AUG 18, 2013
Giving up citizenship isn't cheap

U.S. exit tax framed to discourage giving up citizenship for financial reasons.

RETIREMENT RETIREMENT PLANNING AUG 18, 2013
Pensions can offset benefits

Windfall elimination provision can cut size of a worker's retirement benefit.

RETIREMENT RIAS AUG 12, 2013
Adviser gets sacked after ripping off her NFL linebacker client

What Jeff's reading today: Jail time for adviser who ripped off her NFL linebacker client, plus: the taper question, 98% chance of a market crash next year, the yen-dollar trade, New Yorkers dodge taxes, and (surprise!) Congress wastes your money.

RETIREMENT RETIREMENT PLANNING AUG 09, 2013
Getting personal with Social Security-claiming strategies

Advising my brother's widow on when to claim survivor benefits.

RETIREMENT PRACTICE MANAGEMENT JUL 31, 2013
Same-sex couples to get estate taxes back

In New York, Gov. Cuomo announces opportunity to file for refunds.

RETIREMENT RETIREMENT PLANNING JUL 31, 2013
Decoding Social Security rules for spouses

Flood of questions uncover common misperceptions.

RETIREMENT RETIREMENT PLANNING JUL 29, 2013
Parsing Social Security rules for spouses

Mary Beth Franklin unwraps the puzzle of Social Security claiming options for married couples.

RETIREMENT RETIREMENT PLANNING JUL 29, 2013
Social Security rules can wreak havoc on divorce plans