Tax

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  1. Articles

    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.

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    Bill Gross disciple takes down the 'Bond King'

    This edition of Breakfast with Benjamin covers Bill Gross getting beaten at his own game, the SEC's focus on liquid alt funds, Obama's attack on corporate inversions, and more.

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    IRA moves that won't get you in trouble

    With new IRS rules on rollovers coming soon, some tips on how to help clients avoid the tax man.

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    Advisers beware: Corporate inversions could mean higher tax bills for your clients

    Companies moving abroad to avoid taxes — corporate inversions — could trigger capital gains and additional paperwork for clients.

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    GAO report calls for more disclosure of managed accounts in 401(k)s

    The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.

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    Barclays pushes back dark pool charges

    On Friday's menu: Barclays hits back on dark pool charges. Plus: Seeing the markets through the eyes of regular investors, why young folks should embrace bear markets, discount retailers set to shine, another cheap swipe at mortgage interest deductions, and the SEC hasn't forgotten about those ...

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    Axing estate tax gains momentum in House

    House Republicans want to vote on a bill to kill the estate tax --- for political gain if not for ultimate passage into law

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    Global consumer confidence soars

    Plus: Credit Suisse exits the commodities trading business, Allianz stands by Bill Gross, silver has a golden summer run, three taxes we can all dislike together, and don't let tourist scams rain on your vacation

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    A new era for longevity insurance

    Longevity insurance refers to a forward-starting life annuity. As an example, an investor at age 60 plunks down a wad of cash with an insurance company that promises a monthly income for life; but this monthly income only starts when the investor reaches 85. In its simplest form, if the investor ...