Tax

Displaying 2720 results
80 the new 65? Retirement age needs radical adjustment, says AIG boss
RETIREMENT RETIREMENT PLANNING JUN 12, 2012
80 the new 65? Retirement age needs radical adjustment, says AIG boss

AIG boss Robert Benmosche has offered a radical yet simple solution to gaping shortfalls in government pension and medical programs. Push the retirement age back -- way back.

By John Goff
U.S. Senate's Baucus sees opportunity to reshape tax code
RETIREMENT TAX JUN 10, 2012
U.S. Senate's Baucus sees opportunity to reshape tax code

'Out of control' tax code needs to be updated for this century: Senator Max Baucus

By Doug Cubberley
Advisers back Romney, believe Obama's in front
RETIREMENT RIAS JUN 05, 2012
Advisers back Romney, believe Obama's in front

A new survey shows the majority of advisers would like to see Mitt Romney elected President. But those same advisers also believe they're in the minority on that score.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING JUN 05, 2012
Want a smaller tax bite in retirement? It all depends on where you take income from

By Darla Mercado
Carried interest tax break 'indefensible,' says Calpers CIO
RETIREMENT REGULATION AND LEGISLATION MAY 30, 2012
Carried interest tax break 'indefensible,' says Calpers CIO

Dear slams 15% rate for PE firms, citing its 'gross unfairness'

By John Goff
Romney tax plan will ratchet down rates, deduct deductions: Source
RETIREMENT REGULATION AND LEGISLATION MAY 30, 2012
Romney tax plan will ratchet down rates, deduct deductions: Source

By John Goff
INcite: Romney's tax returns shoot holes in his cap gain claim
RETIREMENT REGULATION AND LEGISLATION MAY 30, 2012
INcite: Romney's tax returns shoot holes in his cap gain claim

Even with much higher rates, Bain had little trouble attracting capital

By Bloomberg
Gay-marriage laws leave disparities in federal tax treatment
RETIREMENT RIAS MAY 30, 2012
Gay-marriage laws leave disparities in federal tax treatment

A same-sex marriage law that took effect July 24 in New York doesn't mean those couples can count on the same tax treatment that heterosexual unions receive, a discrepancy that some lawmakers and companies are seeking to mitigate.

By Mark Bruno
RETIREMENT EQUITIES MAY 27, 2012
Niche practice offers shield for advisers

By LKUYKENDALL
Young workers on 401(k) offerings: We want sure things
RETIREMENT RETIREMENT PLANNING MAY 21, 2012
Young workers on 401(k) offerings: We want sure things

Gun-shy employees keen on investments that provide guaranteed income; little interest in diversification

By Darla Mercado
Don't suffer an IRA tax faceplant
RETIREMENT RETIREMENT PLANNING MAY 16, 2012
Don't suffer an IRA tax faceplant

Mistakes with retirement account taxes are common with IRS rules so complex

By LKUYKENDALL
Social Security makes a statement with virtual benefit estimates
RETIREMENT RETIREMENT PLANNING MAY 14, 2012
Social Security makes a statement with virtual benefit estimates

Important financial planning tool now available online

By Mary Beth Franklin
Romney aims to wield ax on max tax
RETIREMENT RIAS MAY 14, 2012
Romney aims to wield ax on max tax

Under plan, top marginat rate would top out at 28%; all personal income tax rates cut by a fifth

By John Goff
Wealthy Americans line up to give up passports in Swiss capital
RETIREMENT RIAS MAY 09, 2012
Wealthy Americans line up to give up passports in Swiss capital

Renouncements are up sevenfold in Bern since UBS whistle-blower triggered crackdown four years ago

By Doug Cubberley
Advisers stepping up with tax tips accountants are ignoring
RETIREMENT TAX MAY 09, 2012
Advisers stepping up with tax tips accountants are ignoring

Coming tax law changes necessitate a closer look at strategies

By LKUYKENDALL
RETIREMENT TAX MAY 09, 2012
Advisers worry about future of retirement savings incentives

By Mark Schoeff Jr.
RETIREMENT TAX MAY 09, 2012
The 'Buffett rule' is getting old

By MFXFeeder
Social Security will be tapped out sooner than expected, warn Trustees
RETIREMENT RETIREMENT PLANNING MAY 07, 2012
Social Security will be tapped out sooner than expected, warn Trustees

Program costs of Trust Funds to exceed non-interest income this year; well runs dry by 2033

By Darla Mercado
UBS wins dismissal of billionaire's tax lawsuit
RETIREMENT REGULATION AND LEGISLATION MAY 03, 2012
UBS wins dismissal of billionaire's tax lawsuit

A lawsuit filed by Igor Olenicoff, who blamed UBS for his failure to disclose about $200M in offshore accounts, has been dismissed

By Doug Cubberley
RETIREMENT RETIREMENT PLANNING MAY 03, 2012
Social Security and the single retiree

By Mary Beth Franklin