Tax

Displaying 2749 results
RETIREMENT RETIREMENT PLANNING JUL 28, 2013
Deconstructing Social Security's earnings test

RETIREMENT PRACTICE MANAGEMENT JUL 24, 2013
Gandolfini's estate may get whacked with $30 million tax bill

The $70M estate of late actor James Gandolfini could get stuck with a $30M tax bill. The culprit? Generous bequests to family members

RETIREMENT RETIREMENT PLANNING JUL 23, 2013
Decoding Social Security rules for spouses

RETIREMENT RETIREMENT PLANNING JUL 22, 2013
Replacement rates fall as women's earnings rise

Mary Beth Franklin on how working women are raising household income but also dramatically skewing Social Security payouts.

RETIREMENT RETIREMENT PLANNING JUL 21, 2013
Optimizing the use of GRATs

The grantor retained annuity trust is a very popular vehicle that's used in estate planning and wealth transfer.

RETIREMENT RETIREMENT PLANNING JUL 17, 2013
Retirement: From theory to reality

RETIREMENT RETIREMENT PLANNING JUL 16, 2013
Mary Beth Franklin: Working women dramatically skewing Social Security payouts

Household replacement rates decline as women's earnings increase

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