Tax

Displaying 2749 results
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

RETIREMENT RETIREMENT PLANNING MAY 06, 2013
DIY movement expanding to Social Security planning

Advisers rank low on list of resources pre-retirees turn to for help.

RETIREMENT RETIREMENT PLANNING MAY 05, 2013
Social Security software firm offering new service levels

RETIREMENT RETIREMENT PLANNING MAY 01, 2013
Social Security rules define when a spouse is a spouse

There's no exception for the gray area of legally separated couples.

RETIREMENT RETIREMENT PLANNING APR 29, 2013
Making Social Security claiming strategies a little easier

Software options vary by sophistication and price. Which is right for you?

RETIREMENT RETIREMENT PLANNING APR 29, 2013
Claiming Social Security, you're either married or not

Legaly separation doesn't change Uncle Sam's view of your status

RETIREMENT RETIREMENT PLANNING APR 29, 2013
How long you're hitched makes big difference in Social Security payouts

Various rules apply for spouses, ex-spouses and survivors; did you expect anything different?

RETIREMENT RETIREMENT PLANNING APR 28, 2013
Disability automatically converts to retirement benefits at 66

Ignoring women's health-care costs 'reckless': Experts
RETIREMENT RETIREMENT PLANNING APR 25, 2013
Ignoring women's health-care costs 'reckless': Experts

RETIREMENT REGULATION AND LEGISLATION APR 24, 2013
Advisers say Obama tax break cap would hurt clients

28% limit not a 'helpful' policy for jobs or growth.

RETIREMENT ALTERNATIVES APR 21, 2013
Tax reform of financial products?

The idea may be theoretically interesting, but it is too complex and practically unworkable

RETIREMENT RETIREMENT PLANNING APR 18, 2013
Giving spree seen complicating taxes

RETIREMENT RETIREMENT PLANNING APR 18, 2013
Obama backs new inflation formula for Social Security

Alternative benchmark would close 25% of 75-year shortfall.

RETIREMENT RETIREMENT PLANNING APR 17, 2013
Widower can collect survivor benefits now, retirement benefits later