Tax

Displaying 2720 results
RETIREMENT RIAS JUL 29, 2012
More give up U.S. passports to skirt taxes

With taxes on the wealthy expected to rise dramatically, a small but increasing number of Americans are renouncing their U.S. citizenship. Is this smart planning or plain crazy? Advisers weigh in.

By Liz Skinner
RETIREMENT RETIREMENT PLANNING JUL 27, 2012
Sen. Harkin proposes retirement plan revamp, Social Security fix

Sen. Tom Harkin, D-Iowa, on Friday proposed a way to bolster retirement savings at work, plus a series of improvements to Social Security.

By Darla Mercado
RETIREMENT RIAS JUL 25, 2012
Estate tax becomes focal point of fiscal-cliff debate

GOP hopping mad that issue is left out of Senate Democratic bill.

By Mark Schoeff Jr.
Delaying Social Security benefits 'best deal in town'
RETIREMENT RETIREMENT PLANNING JUL 19, 2012
Delaying Social Security benefits 'best deal in town'

Convincing a client to delay taking Social Security may be a hard sell. But a little math shows why it's very good advice. IN's retirement expert, <b>Mary Beth Franklin</b>, runs the numbers for you.

By Mary Beth Franklin
Romney-style plan would sharply limit tax breaks, study says
RETIREMENT RIAS JUL 16, 2012
Romney-style plan would sharply limit tax breaks, study says

A Tax Policy Center study has estimated that in 2015, Romney would need to eliminate $320 billion in tax breaks, or 30% of the total, to pay for his proposed 20% reduction in tax rates.

By Doug Cubberley
Romney defeat could be big loss for capital gains
RETIREMENT RIAS JUL 16, 2012
Romney defeat could be big loss for capital gains

Election could be big loss for those with capital gains

By John Goff
Will 'taxmageddon' become a reality? Obama veto should seal the deal
RETIREMENT RIAS JUL 13, 2012
Will 'taxmageddon' become a reality? Obama veto should seal the deal

President promises to shoot down bill extending Bush era tax cuts for wealthy; does not augur well for HNW clients

By Mark Schoeff Jr.
One more year! Obama seeks to extend Bush tax cuts for middle-income families
RETIREMENT RIAS JUL 11, 2012
One more year! Obama seeks to extend Bush tax cuts for middle-income families

President Obama on Monday announced he wants to extend the Bush tax cuts for middle-income families -- for 12 months.

By John Goff
RETIREMENT RETIREMENT PLANNING JUL 10, 2012
Young workers want sure things as 401(k) options

By Darla Mercado
Obama's re-election top concern of advisers: survey
RETIREMENT RIAS JUL 09, 2012
Obama's re-election top concern of advisers: survey

The latest Brinker Barometer survey shows that most advisers want this term to be Obama's last

By Jeff Benjamin
RETIREMENT RIAS JUL 02, 2012
Couple who donated home for firefighters feeling burned by IRS

A Virginia couple who donated their house to local firefighters for a training exercise can't deduct the property's value from their federal income taxes, a divided U.S. Tax Court has ruled

By Doug Cubberley
Seven retirement questions all advisers should ask
RETIREMENT RETIREMENT PLANNING JUN 28, 2012
Seven retirement questions all advisers should ask

The answers can prove pivotal in setting up an investment program for clients, says professor

By Darla Mercado
RETIREMENT ALTERNATIVES JUN 26, 2012
Falcone resigns as chairman, CEO of Harbinger Group

Founder of hedge fund firm Harbinger Capital Partners last year settled a probe by U.S. regulators by admitting improperly borrowing money from his fund to pay his personal taxes.

By Bloomberg
Romney draws sports team owners but players prefer Obama
RETIREMENT RIAS JUN 25, 2012
Romney draws sports team owners but players prefer Obama

Even the Yankees, Sawx rivalry carries over to owners' prexy picks

By Doug Cubberley
RETIREMENT RIAS JUN 21, 2012
Roth 401(k) gains popularity as way to ax retirees' taxes

By Bloomberg
RETIREMENT RIAS JUN 17, 2012
Contemplating an 18% long-term rate

By MFXFeeder
RETIREMENT RIAS JUN 17, 2012
Senate's Baucus sees opportunity to reshape Tax Code

By Bloomberg
Mary Beth Franklin reveals the magic number for claiming Social Security
RETIREMENT RETIREMENT PLANNING JUN 15, 2012
Mary Beth Franklin reveals the magic number for claiming Social Security

Secret to getting the most money from Uncle Sam is like the secret of comedy: Timing

By Darla Mercado
CPAs seek estate tax certainty from Congress
RETIREMENT RIAS JUN 14, 2012
CPAs seek estate tax certainty from Congress

CPAs say uncertainty impedes proper estate planning, places undue burden on taxpayers

By Liz Skinner
RETIREMENT TAX JUN 13, 2012
Are incentive fees coming to funds?

By MFXFeeder