Tax

Displaying 2742 results
RETIREMENT RETIREMENT PLANNING JUN 06, 2013
Mary Beth Franklin: With Social Security, no double dipping allowed

RETIREMENT RIAS JUN 02, 2013
Aperio Group

RETIREMENT RETIREMENT PLANNING JUN 02, 2013
66 is magic number for retirement age

RETIREMENT RETIREMENT PLANNING MAY 30, 2013
Mary Beth Franklin: Public servants get short end of Social Security stick

Windfall Elimination Provision trims benefits; spousal benefits can be wiped out

RETIREMENT RETIREMENT PLANNING MAY 30, 2013
Mary Beth Franklin: Undone by the do-over strategy

Plans to repay early Social Security benefits halted by recent rule change

RETIREMENT TAX MAY 30, 2013
Irony alert: IRS scandal puts tax reform on hold

Tough to enact tax reform when everybody's attacking the tax man, says Vanguard's Washington watcher.

RETIREMENT RETIREMENT PLANNING MAY 29, 2013
Urgency to fix Social Security financing growing

Sufficient funds to pay full retirement benefits through 2033, then three quarters of benefits through 2087.

RETIREMENT TAX MAY 29, 2013
Natalie Choate: The best and worst tax strategies

Creativity counts when figuring out how to mitigate the hit on retirement income, tax expert says

RETIREMENT TAX MAY 29, 2013
Crowd funding presents a new area of tax planning expertise

Fund recipients, entrepreneurs could use a bit of guidance

RETIREMENT MUTUAL FUNDS MAY 28, 2013
Comparing the advantages of SMAs

RETIREMENT RETIREMENT PLANNING MAY 26, 2013
Avoid getting undone by the do-over strategy

RETIREMENT RETIREMENT PLANNING MAY 22, 2013
Social Security software options

With different levels of sophistication and price, which claiming-strategy tool is optimal?

RETIREMENT RETIREMENT PLANNING MAY 20, 2013
Mary Beth Franklin: The surest way to boost your Social Security paycheck

In this video interview on Morningstar, <i>IN's</i> retirement guru discusses the benefit of delaying retirement.

RETIREMENT TAX MAY 19, 2013
IRS scandal throws wrench into tax reform

Controversy seen slowing efforts to revise the code

RETIREMENT RETIREMENT PLANNING MAY 19, 2013
Time to replace the three-legged-stool myth

RETIREMENT RETIREMENT PLANNING MAY 13, 2013
Sometimes, cash now is better than more cash later

RETIREMENT RETIREMENT PLANNING MAY 13, 2013
Tackling online accounts for Social Security a pain

The Social Security Administration last year stopped mailing annual estimated-benefit statements to workers 25 and older, a service it began in 1999

RETIREMENT RETIREMENT PLANNING MAY 12, 2013
Social Security face-off: Analyzer vs. Explorer

Testing two software tools that calculate benefits and help users' wargame claiming strategies

RETIREMENT PRACTICE MANAGEMENT MAY 08, 2013
Devising strategies for the 3.8% Medicare surtax

Tax is on earnings from nonqualified annuities, dividends, rents and taxable interest

RETIREMENT RETIREMENT PLANNING MAY 07, 2013
Leading Social Security software seller comes down on price

SSanalyzer responds to competition and segmented market needs