Tax

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  1. Articles

    Yellen to the markets: Don't say you weren't warned

    Midweek Breakfast with Benjamin: Yellen warned us. Plus: SEC probes Pimco ETF over asset pricing, America's 401(k)s are failing investors, and how Obama's attack on corporate inversions flunks basic math.

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    Market risk is ignored by invincible investors

    Breakfast with Benjamin: A real risk thanks to the bull market: investors' sense of invincibility, plus El-Erian dishes on Pimco, second-guessing Calpers, and more.

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    Distinguishing financial planner from investment adviser

    Monday's Breakfast with Benjamin Distinguishing financial planner from investment adviser. Plus: Gold looks tarnished, the Russell 2000 heads into 'death cross' territory, buying stocks in a buyback cycle, bank stocks in a rising-rate market, and another tax penalty, courtesy of Obamacare

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    Inversions the latest tax-cutting strategy

    U.S. corporations have been going through a series of reinventions to minimize bite from the IRS

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    Romney-sized IRAs scrutinized as government studies taxes

    'Never intended to be a tax shelter for millionaires,' Congressman says of retirement savings vehicle.

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    Corporate tax dodging targeted as nations draw up battle plan

    The tax-avoidance strategies that companies like Google Inc., Apple Inc. and Amazon.com Inc. use to escape more than $100 billion a year of levies in the U.S. and Europe are under threat from a plan drawn up by the Organization for Economic Cooperation and Development.

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    Sometimes the IRS loses in court

    Engineer's rollover case points out the need for a good lawyer schooled in tax law.

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    Popular tax breaks will get renewed this year, GOP says

    Republican lawmakers see tax-extender approval going through before the end of 2014, keeping tax breaks favored by clients in place.

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    Smart beta, by any other name, is still smart

    On today's Breakfast with Benjamin menu, a look at how smart beta has grown in prominence despite criticism, the performance-killing fees of active management, another type of corporate inversion, and more.

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    Warren Buffett's tax fairness doublespeak

    In today's Breakfast with Benjamin, Warren Buffett's fails to put his money where his mouth is, Canada finds a sensible way to stop corporate inversions, the Fed pushes rate-hike rumors out to the end of next year, and more.

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    The Fed should raise rates, but it won't

    Breakfast with Benjamin: The Fed should raise rates but... Plus: Financial advisers turn to options investing; the French government calls it quits; the SEC goes after asset-backed bonds; another Obamacare surprise; and what is really the most important meal of the day

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    What's next for Robin Williams' family?

    Although he had 'bills to pay,' he put his real estate in a trust and appears to have provided for his children.

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    Derivative basket options questioned

    The Senate Permanent Subcommittee on Investigations has turned its attention to a derivative strategy that, from a tax standpoint, was rendered unusable in an earlier IRS memo.

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    Lump sum or monthly pension? How I made my decision

    The question is one advisers are likely to hear more often. The answer depends on a person's financial needs, life expectancy and access to other assets.

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    Hedge funds jumping into Puerto Rico muni bonds

    Today's Breakfast with Benjamin on hedge funds owning $16 billion in Puerto Rican muni bond debt, the scary similarities between advisers and psychics, why deep-water drilling looks like a bargain, and more.