Tax

Displaying 2721 results
RETIREMENT RETIREMENT PLANNING OCT 23, 2012
Annuities suffer from a branding problem

By MFXFeeder
RETIREMENT RIAS OCT 21, 2012
Cap deductions to balance the budget

By MFXFeeder
Arithmetic: Deduction cap means Romney's math adds up, tax group says
RETIREMENT RIAS OCT 18, 2012
Arithmetic: Deduction cap means Romney's math adds up, tax group says

Despite withering criticism from Democrats, it appears Mitt Romney's tax math does indeed add up. At least, that's the verdict from the non-partisan Tax Foundation.

By John Goff
RETIREMENT RETIREMENT PLANNING OCT 18, 2012
Are advisers giving bad Social Security advice? Survey says yes

New research from Wharton shows that many financial advisers are giving their clients shortsighted -- or plain bad -- advice about Social Security.

By Mary Beth Franklin
RETIREMENT FIXED INCOME OCT 14, 2012
Muni group fights for tax exemption

By DJAMIESON
Payroll tax takes a holiday — and could doom Social Security
RETIREMENT RETIREMENT PLANNING OCT 12, 2012
Payroll tax takes a holiday — and could doom Social Security

Public trustee bemoans break with historic self-financed structure

By Mary Beth Franklin
RETIREMENT RIAS OCT 11, 2012
One way to beat the IRS: Leave the country

A small but growing number of wealthy Americans have figured out a fool-proof way to avoid paying more of their income to the IRS in coming years. Their trick? Leaving the country.

By Liz Skinner
Recession reduced wealthy's income while raising tax rate
RETIREMENT RIAS OCT 11, 2012
Recession reduced wealthy's income while raising tax rate

A CBO report has found that the before-tax income of top earners fell by 36.3% between 2007 to 2009 while their tax rate rose

By Doug Cubberley
RETIREMENT TAX OCT 05, 2012
Romney's 'I dig it' trust sealed his 14% tax rate

By Bloomberg
Romney tax plan could gut middle-class deductions
RETIREMENT RIAS OCT 04, 2012
Romney tax plan could gut middle-class deductions

Homeowners in high-tax states likely to be snared by $17K cap; 'another layer of complexity'

By John Goff
Don't jump off the fiscal cliff, says tax expert
RETIREMENT RIAS OCT 04, 2012
Don't jump off the fiscal cliff, says tax expert

By Mark Schoeff Jr.
Tax hit from fiscal cliff a real doozie
RETIREMENT RETIREMENT PLANNING OCT 04, 2012
Tax hit from fiscal cliff a real doozie

Think tank projects tax hike of $3,500 per household

By Mary Beth Franklin
Can you dig it? 'I Dig It' trust a key to Mitt Romney's 14% tax rate
RETIREMENT RIAS OCT 04, 2012
Can you dig it? 'I Dig It' trust a key to Mitt Romney's 14% tax rate

Mitt Romney used a little-discussed estate planning tool to shovel $100M to his heirs tax free — and lower what he paid to the IRS. Here's how it works.

By John Goff
RETIREMENT RIAS SEP 28, 2012
Capital gains seen as crux of tax imbroglio

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING SEP 23, 2012
Spousal-benefit calculations are more complicated than you think

By MFXFeeder
RETIREMENT RIAS SEP 23, 2012
The tax implications of special dividends

By MFXFeeder
Wealthy Americans in line for $1.4M average tax cut under Pawlenty plan
RETIREMENT RIAS SEP 20, 2012
Wealthy Americans in line for $1.4M average tax cut under Pawlenty plan

Independent analysis shows bulk of tax savings to go to wealthiest filers; 'much less progressive'

By John Goff
RETIREMENT RETIREMENT PLANNING SEP 10, 2012
Mary Beth Franklin: Social Security math quiz

How Social Security calculates spousal benefits. It's more complicated than you think.

By Bloomberg
RETIREMENT RIAS SEP 09, 2012
Fiscal future rides on ballot

At their party conventions, Democrats put the wealthy squarely in the cross hairs for tax hikes, while Republicans promoted tax cuts for all income levels.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING SEP 06, 2012
Working longer no lock for comfortable retirement

Even though their savings are depleted, many clients still think they can have a comfortable retirement -- as long as they work a few years longer. They might want to rethink that plan.

By Darla Mercado