Tax

Displaying 2742 results
RETIREMENT RETIREMENT PLANNING JUL 16, 2013
Mary Beth Franklin: Social Security plan for an unplanned early retirement

Apply for disability and retirement benefits simultaneously

RETIREMENT RETIREMENT PLANNING JUL 16, 2013
Mary Beth Franklin: New Social Security prospecting tool all sizzle, no steak

Marketing tool aimed at helping advisers land clients, but comes with no SocSec calculator

RETIREMENT RETIREMENT PLANNING JUL 14, 2013
'Tony Soprano's' estate likely to get whacked

Heirs facing $30M tax bill; 'will not be pleased with their tax advisers'

RETIREMENT RETIREMENT PLANNING JUL 11, 2013
Can estate tax legislation make it on its own?

Most observers doubt Congress can accomplish comprehensive tax reform before the end of 2014. But can the code be tweaked short of an overhaul? Supporters of a measure to abolish the estate tax hope so.

RETIREMENT RETIREMENT PLANNING JUL 11, 2013
Don't let your clients leave Social Security benefits on the table

Lump sum payment can mitigate sting of a late claim.

RETIREMENT RETIREMENT PLANNING JUL 11, 2013
Mary Beth Franklin: The question Social Security calculators can't answer

Life expectancy -- and life expectations -- crucial when devising claiming strategies

RETIREMENT RETIREMENT PLANNING JUL 11, 2013
The most misunderstood Social Security rule

Mary Beth Franklin uncovers the most misunderstood Social Security rule. It has to do with when a spouse can and should claim retirement bennies.

RETIREMENT RETIREMENT PLANNING JUL 07, 2013
Mary Beth Franklin: No mulligan after claiming spousal benefits early

But sometimes it's smart for one spouse to file before reaching 66

RETIREMENT RETIREMENT PLANNING JUN 26, 2013
Financial lives in flux as DOMA decision awaited

RETIREMENT RETIREMENT PLANNING JUN 26, 2013
Next benefit fortress to fall: Employee health insurance

RETIREMENT RETIREMENT PLANNING JUN 19, 2013
Mary Beth Franklin: Social Security benefits include past inflation adjustments

COLA preserves value of spousal benefit for couples with wide age gaps.

RETIREMENT RETIREMENT PLANNING JUN 18, 2013
Fewer options for altering spousal Social Security claims

RETIREMENT RIAS JUN 18, 2013
Rich pulling up stakes to beat taxes

Higher rates have wealthy seeking out more favorable domiciles; Nevada a hot spot

RETIREMENT RETIREMENT PLANNING JUN 16, 2013
Bogle: SocSec greatest fixed income

RETIREMENT TAX JUN 16, 2013
The best way to play Kinder Morgan

Are retirees holding too many bonds?
RETIREMENT RETIREMENT PLANNING JUN 15, 2013
Are retirees holding too many bonds?

Don't overlook Social Security, Bogle warns; 'greatest fixed income'.

RETIREMENT RETIREMENT PLANNING JUN 14, 2013
Social Security rules for divorced spouses

RETIREMENT RETIREMENT PLANNING JUN 13, 2013
Why we need to fix Social Security now

The longer we wait, the more painful the solutions will be.

RETIREMENT RETIREMENT PLANNING JUN 13, 2013
Mary Beth Franklin: How to mesh Social Security disability and retirement strategies

Claiming strategies for married couples to get the most bang from the government's buck.

RETIREMENT RETIREMENT PLANNING JUN 10, 2013
Gaining Social Security expertise can make advisers clients' allies