Tax

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RETIREMENT EQUITIES NOV 19, 2013
When undervalued stocks are expensive

How to find undervalued stocks in a bull market. Plus, Bitcoin (yes, Bitcoin) gets legit; big investors licking their chops at BofA $8.5B settlement proposal; some good news for Madoff victims; and welcome back cap gain distributions. Curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.

By Jeff Benjamin
RETIREMENT MUTUAL FUNDS NOV 19, 2013
To manage steep gains, advisers need to open the tax toolbox

This year's big stock market gains are forcing advisers to think about how to help their clients contend with a potentially stiff capital gains tax bite from mutual fund distributions.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING NOV 19, 2013
Online account only way to access benefit data

By Mary Beth Franklin
RETIREMENT ALTERNATIVES NOV 17, 2013
Guidance on taxes lacking for certain alternatives

By Richard F. Stolz
RETIREMENT PRACTICE MANAGEMENT NOV 15, 2013
Tax tips that can lighten a client's 2014 bill

By Darla Mercado
RETIREMENT EQUITIES NOV 15, 2013
'Perfect storm' for tax swaps means potentially fruitful strategy for advisers

Here's one way to use the drop in bond prices and the rise in other assets to your tax advantage. Caution: it's not for every investor.

By Scott Colyer
RETIREMENT RETIREMENT PLANNING NOV 14, 2013
Advisers have big role helping plan Social Security benefits

Pension expert Mitchell calls program &quot;best deal going.&quot;

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING NOV 14, 2013
Sixty-six is the magic age

By Michael Shagrin
RETIREMENT EQUITIES NOV 10, 2013
Maximize loss harvesting year-round

By MFXFeeder
RETIREMENT EQUITIES NOV 08, 2013
Friday markets brace for three big reports

Three big reports to hit the market, plus: Bitcoin spikes as euro takes a dive, Bernanke's prezzie to Yellen and advisers' big headache. Curated by <i>InvestmentNews</i> senior columnist Jeff Benjamin.

By Jeff Benjamin
RETIREMENT EQUITIES NOV 07, 2013
Say #Hello to the new Twitter billionaires

Plus: Deutsche Bank's new China ETF hottest launch since 2007

By Jeff Benjamin
RETIREMENT TAX NOV 04, 2013
IRA charitable deduction, 56 other tax goodies set to expire Dec. 31

Federal deductions for individuals for state and local taxes, as well as R&amp;D credits for businesses also on list.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING NOV 04, 2013
Standing up for SSA employees

Social Security employees are highly trained professionals who put the public's interest first.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING NOV 01, 2013
The rise of Social Security zombies

Mary Beth Franklin dishes on how the Social Security Administration sends millions in benefits to deceased people...and how, in some cases, people who are very much alive are declared dead.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING NOV 01, 2013
False alarm over Social Security rules for divorced spouses

What to do when you get the wrong answer from SSA

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING OCT 30, 2013
Collecting Social Security on your ex – dead or alive!

Benefits depend on if you remarry and when.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING OCT 30, 2013
Social Security to release 2014 COLA data next week

Next week, the Bureau of Labor Statistics will issue the September Consumer Price Index report, the final piece of data that the Social Security Administration needs to plug into its annual cost of living adjustment formula. Social Security benefits &#8212; and the taxable wage base for workers &#8212; will be slightly higher next year as a result of the COLA.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING OCT 30, 2013
Government shutdown delays Social Security COLA announcement

Labor Department says CPI report will not be released next week.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING OCT 30, 2013
Mary Beth Franklin: Clients get two-fer when they postpone Social Security

They earn 8%-per-year delayed retirement credits plus annual COLAs

By Mary Beth Franklin
RETIREMENT RIAS OCT 30, 2013
COLA boosts estate tax exemption for couples to $10.5M

IRS also sets tax break for single filers at $5.25M

By Bloomberg