Displaying 231 results
Avoiding a retirement ‘tax torpedo’
If your clients can wait, here is yet another reason why it can pay to delay claiming Social…
A better approach to taxing gains?
Late last year, I attended a hearing of the congressional Joint Committee of Taxation on the taxation of…
It’s time to plan for 2012 taxes
The deadline for filing 2011 taxes is one week away, but many Americans should be more concerned with…
No surprise: Advisers agree that reverse mortgages are confusing
Advisers agree with a new government report that says reverse mortgages are on the rise, but that they can be confusing to consumers.
Think tank urges cutting contributions to tax-deferred plans
A proposal to cut by more than half the total amount employers and employees may contribute to their defined-contribution plans could spur some employers to kill the plans, industry lobbyists say.
Pimco’s El-Erian: Tax cut deal alone won’t add enough jobs
President Barack Obama's tax deal will not meet its key objective of generating durable jobs unless it's part of a broader policy push.
House Democrats contemplate abolishing 401(k) tax breaks
Powerful House Democrats are eyeing proposals to overhaul the nation's $3 trillion 401(k) system, including the elimination of most of the $80 billion in annual tax breaks that 401(k) investors receive.
Tax Watch: IRS helps taxpayers recoup ‘gratuity’ benefits
The Internal Revenue Service is already helping taxpayers use a new tax law providing income exclusions for death benefit payments and certain home sales.
Short Interests: Extending a hand to military personnel
An independent investment planning firm in Boca Raton, Fla., earlier this month sent what was supposed to be a not-too-significant press release to the local newspapers.
Tax Watch: Treasury is mapping a simplified tax system
The Department of the Treasury is beginning to work on tax reform, and plans to consider a replacement…
The tax cut: Much ado about nothing?
The Bush administration has been working overtime to convince the public and lawmakers on Capitol Hill that its $1.6 trillion tax cut will help spur the flagging economy.
