Personal Finance Tax Planning

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  • Dream of retiring abroad? Here are 10 hot spots Friday, 15 Jan 2016 | 10:49 AM ET
    Senior couple traveling

    Looking to save by retiring outside the U.S.? CNBC presents the top 10 hot spots worldwide, plus living costs, for expat retirees.

  • *Small UK landlords face higher tax and more regulation. LONDON, Jan 12- They have pocketed some of the most lucrative returns available to investors in recent decades and been a staple of newspapers' personal finance pages, but tougher times now lie ahead for Britain's army of small-time landlords. Overall, there are nearly 2 million private landlords in Britain,...

  • Stress test: What's got advisors' clients worried Monday, 11 Jan 2016 | 10:00 AM ET
    investor reading financial newspaper

    Financial advisors weigh in on what's stressing out their investor clients now, and how they can best ride out the current market crisis.

  • Avoid these 3 big money mistakes in 2016: Advisor Monday, 11 Jan 2016 | 8:00 AM ET
    Money mistakes

    Think you are pretty money savvy? Even the most fiscally successful individuals tend to be guilty of making these three big money mistakes.

  • NEW YORK, Jan 5- Viacom Inc was sued by a former vice president who said the media company fired her in retaliation for opposing its alleged plan to illegally avoid paying U.S. taxes on the international licensing rights for Teenage Mutant Ninja Turtles. In a complaint filed on Tuesday in Manhattan federal court, Nataki Williams said she was fired in April 2014...

  • NEW YORK, Jan 5- Viacom Inc was sued by a former vice president who said the media company wrongfully fired her in retaliation for opposing its alleged plan to illegally avoid paying U.S. taxes on the international licensing rights for Teenage Mutant Ninja Turtles. In a complaint filed on Tuesday in Manhattan federal court, Nataki Williams said she was fired in...

  • Early retirees qualify for Obamacare tax credits Wednesday, 30 Dec 2015 | 9:58 AM ET
    Healthcare costs

    Cut the cost of health-care premiums by buying insurance online at HealthCare.gov to qualify for a tax credit worth thousands of dollars.

  • Obamacare tax credits Wednesday, 30 Dec 2015 | 9:00 AM ET
    Obamacare tax credits

    Certified financial planner Carolyn McClanahan, founder and director of financial planning at Life Planning Partners, on how early retirees can save thousands on health insurance premiums through Obamacare tax credits.

  • How two sheets of paper can simplify your finances Tuesday, 22 Dec 2015 | 9:56 AM ET
    Checklist personal finance

    Anyone can simplify their financial life by creating balance and cash-flow sheets, according to certified financial planner Anthony Canale.

  • CHICAGO, Dec 21- If you are still licking wounds inflicted by this year's volatile stock market, a Roth conversion might be the healing balm you are seeking as 2015 draws to a close. Converting assets from a traditional IRA to a Roth is worth considering in any year as a way to diversify retirement holdings for tax purposes. But the case for conversion- also known as a...

  • Roth conversion in high-tax states is a bad idea Monday, 21 Dec 2015 | 7:50 AM ET
    Roth IRA

    When it comes to Roth IRA conversions, savers need to consider the most important — and often overlooked — factor: state income taxes.

  • Dec 16- Some casino and hotel companies including Caesars Entertainment Corp and Hilton Worldwide Holdings Inc are expected to get a reprieve from a proposal to curb real estate investment trusts, or REITs. An earlier version of the $650 billion tax break bill detailed Wednesday included provisions that would have potentially derailed major company deals...

  • Beat the tax man with 6 year-end strategies Wednesday, 16 Dec 2015 | 7:55 AM ET
    Taxes 1040 form

    Now is the time to make smart year-end tax decisions so you can keep more of your dollars working toward your financial objectives.

  • PARIS, Dec 9- The 10 euro zone countries planning to apply a tax on financial transactions should seek to raise 10 billion- 15 billion euros with the levy, French Finance Minister Michel Sapin said on Wednesday. The countries- Germany, France, Italy, Austria, Belgium, Greece, Portugal, Slovakia, Slovenia and Spain- had hoped to reach a deal this month but agreed on Monday...

  • Don't sink your retirement by cashing out a 401(k) Monday, 7 Dec 2015 | 10:00 AM ET
    Piggy bank underwater

    Financial advisors Shannon Eusey and Zaneilia Harris warn investors against cashing out of a 401(k) plan before retirement.

  • COLUMN-Five apps to organize your financial life Monday, 7 Dec 2015 | 9:00 AM ET

    LOS ANGELES, Dec 7- Earlier this year a tax pro mentioned the FileThis organizing app to me. Within seconds of installing it, I wondered, "Where has this been all my life?" I have tried an absurd number of software programs that promised to simplify, streamline and de-clutter our family's financial life.

  • Make this little-known tax move to save cash Saturday, 5 Dec 2015 | 11:00 AM ET
    Retirement senior couple

    If a drop in income put you in a lower tax bracket this year, consider converting money from a traditional IRA to a Roth IRA.

  • CHICAGO, Dec 2- An open letter to Mark Zuckerberg:. The price-tag: $500 per child, with $500 extra each for low-income babies, which would add up to $38 billion over 10 years. The funds would go into a tax-advantaged savings account that could grow, with compounding, into sizeable nest eggs at retirement age, according to the founder of the idea, Ray Boshara, director of...

  • SHANGHAI, Dec 2- China shares climbed on Wednesday as investors rotated out of small caps and into blue chips, and as speculation swirled that Beijing will announce more incentives to stimulate the property market. Property giants such as China Vanke Co and Poly Real Estate Group Co jumped for the second day, on market talks that China will unveil tax incentives...

  • The tax man cometh again ... so be prepared Tuesday, 1 Dec 2015 | 8:00 AM ET

    Since that dreaded annual April 15 tax deadline creates a great deal of stress for many people, it makes sense to get started on your taxes now.