Tax

Displaying 2721 results
The Trump family used this strategy to save on taxes
RETIREMENT TAX OCT 03, 2018
The Trump family used this strategy to save on taxes

Type of trust known as a GRAT reportedly helped the Trumps save hundreds of millions of dollars in gift and estate taxes.

By Greg Iacurci
Wining and dining are still tax-deductible, says IRS
RETIREMENT TAX OCT 03, 2018
Wining and dining are still tax-deductible, says IRS

Companies can still deduct 50% of meals while entertaining clients and customers.

By Bloomberg
Mary Beth Franklin: Ways to modernize Social Security benefits
RETIREMENT RETIREMENT PLANNING OCT 03, 2018
Mary Beth Franklin: Ways to modernize Social Security benefits

Options include boosting benefits for widows and the poor at the expense of high earners.

By Mary Beth Franklin
Estate and tax experts weigh in on Trump report
RETIREMENT TAX OCT 03, 2018
Estate and tax experts weigh in on Trump report

Some say the methods used to avoid taxes were egregious, others maintain they are common practice.

By Ryan W. Neal
House approves retirement-savings bill that eases use of annuities in workplace plans
RETIREMENT RETIREMENT PLANNING SEP 27, 2018
House approves retirement-savings bill that eases use of annuities in workplace plans

Supporters hope Senate will move similar legislation to increase chances in lame-duck session

By Mark Schoeff Jr.
New Jersey sets up rules to work around SALT deductions cap
RETIREMENT TAX SEP 25, 2018
New Jersey sets up rules to work around SALT deductions cap

Property owners may receive tax credit of up to 90% on contributions to local funds.

By Bloomberg
Insurance executives push House to add annuity provision to tax reform bill
RETIREMENT RETIREMENT PLANNING SEP 20, 2018
Insurance executives push House to add annuity provision to tax reform bill

Insurance executives back measure making it easier to add lifetime income features to workplace savings plans.

By Mark Schoeff Jr.
Determining if a message from Social Security is a scam
RETIREMENT RETIREMENT PLANNING SEP 19, 2018
Determining if a message from Social Security is a scam

Hint: Pay attention to emails, ignore phone calls.

By Mary Beth Franklin
Lawmakers want to reform rules around RMDs
RETIREMENT RETIREMENT PLANNING SEP 18, 2018
Lawmakers want to reform rules around RMDs

One measure would scrap the "stretch IRA," which has helped financial advisers preserve retirement wealth passed on to heirs.

By Greg Iacurci
House committee passes open MEP bill
RETIREMENT RETIREMENT PLANNING SEP 14, 2018
House committee passes open MEP bill

Insurance groups say the measure, which now heads to the full chamber for a vote, doesn't go far enough.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING SEP 14, 2018
2019 Social Security cost-of-living adjustment now expected to be 2.8 percent

Slightly lower estimate would still be the largest cost-of-living increase since 2012.

By Mary Beth Franklin
Inaccurate info from Social Security Administration poses a challenge for widows
RETIREMENT RETIREMENT PLANNING SEP 13, 2018
Inaccurate info from Social Security Administration poses a challenge for widows

Stresses of losing a spouse include steep decline in household income for many, according to a survey.

By Mary Beth Franklin
Inaccurate info from Social Security Administration a challenge for widows
RETIREMENT RETIREMENT PLANNING SEP 12, 2018
Inaccurate info from Social Security Administration a challenge for widows

Stresses of losing spouse include steep decline in household income for many, according to a survey.

By Mary Beth Franklin
Claiming Social Security early has lasting impact on survivors
RETIREMENT RETIREMENT PLANNING SEP 07, 2018
Claiming Social Security early has lasting impact on survivors

Rushing to take benefits in response to illness may not be the best move.

By Mary Beth Franklin
Alternative minimum tax is a casualty of tax reform nobody will miss
RETIREMENT OPINION SEP 07, 2018
Alternative minimum tax is a casualty of tax reform nobody will miss

Last year's overhaul is expected to slash the number of taxpayers subject to the AMT.

By Tim Steffen
House Republicans hit pause button on tax-reform legislation
RETIREMENT REGULATION AND LEGISLATION SEP 04, 2018
House Republicans hit pause button on tax-reform legislation

Fears of antagonizing voters ahead of mid-term elections prompts GOP lawmakers to reconsider vote on bill.

By Bloomberg
Trump touts advantages of capital gains break, but experts aren't convinced
RETIREMENT REGULATION AND LEGISLATION AUG 31, 2018
Trump touts advantages of capital gains break, but experts aren't convinced

The president argues that the tax break would boost economic growth.

By Bloomberg
Here's what could happen to your taxes if Democrats regain control of Congress
RETIREMENT RETIREMENT PLANNING AUG 30, 2018
Here's what could happen to your taxes if Democrats regain control of Congress

Boosting the corporate tax rate, eliminating carried interest and modifying the pass-through provision are among the possibilities Democrats are discussing.

By Bloomberg
Boost Social Security Benefits: 8 Effective Strategies Revealed
RETIREMENT RETIREMENT PLANNING AUG 30, 2018
Boost Social Security Benefits: 8 Effective Strategies Revealed

As Social Security celebrates its 83rd anniversary, here are steps individuals can take to increase their benefits.

By Mary Beth Franklin
Nudging Congress toward Social Security reform
RETIREMENT RETIREMENT PLANNING AUG 30, 2018
Nudging Congress toward Social Security reform

Grassroots coalition encourages the public to demand improved retirement security.

By Mary Beth Franklin