Tax

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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

RETIREMENT RETIREMENT PLANNING APR 17, 2013
Pension rule can mean big Social Security cut

Mary Beth Franklin looks at the Government Pension Offset, which can can turn retirement planning upside down.

RETIREMENT RETIREMENT PLANNING APR 14, 2013
Risky (tax) business: Trust income has additional levy

Tax experts just getting their hands around wrinkle in 2012 tax law.

RETIREMENT RETIREMENT PLANNING APR 14, 2013
Budget plan hard on high-net-worth

Rich hit by double-whammy of higher taxes, capped exemptions; advisers smacked, too

RETIREMENT RETIREMENT PLANNING APR 14, 2013
Permanent? That's five years under Obama estate tax plan

Bid to lower exemption after January deal unexpected; advisers sitting tight for now.

RETIREMENT RETIREMENT PLANNING APR 11, 2013
Mary Beth Franklin: Social Security Disability muddles claiming picture

Plenty of confusion over the interplay between disability and retirement benefits.

RETIREMENT RETIREMENT PLANNING APR 11, 2013
Gay marriage would shake up benefits game

Advisers await Supreme Court's landmark decision

RETIREMENT RETIREMENT PLANNING APR 09, 2013
No limit to confusion over Social Security earnings cap

Waiting to claim at 66 escapes benefit claw back, but not taxes