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Taxes Tax Planning


  • Special tax break for retirement savers Thursday, 24 Sep 2015 | 7:00 AM ET
    Special Tax Break For Retirement Savers

    Most workers who are eligible for the Saver’s Credit don’t even know that it exists. An explainer on a little known tax break that could save lower income Americans up to $1,000 a year.

  • Never heard of the FATCA? Listen to this Thursday, 10 Sep 2015 | 8:46 PM ET
    Never heard of the FATCA? Listen to this

    Joan Crain, wealth strategist at BNY Mellon Wealth Management, outlines what you need to know about the Foreign Account Tax Compliance Act (FATCA).

  • Tax-loss harvesting = not leaving $ on the table Monday, 10 Aug 2015 | 8:00 AM ET
    Money on table

    Smart investors try to boost true return by using low-cost investments and tax-loss harvesting to minimize taxes. Robo-advisors can help.

  • Aug 5- Mary Beth Jachec lives in a three-bedroom house in Wauconda, a village of 14,000 in Illinois, 45 miles northwest of Chicago. The 53- year-old insurance manager gets a real estate tax bill for 20 different local government authorities and a total payout of about $7,000 in 2014. They include the Village of Wauconda, the Wauconda Park District, the Township of...

  • CHICAGO, July 24- A law aimed at shoring up two of Chicago's financially shaky public worker retirement systems violates pension protections in the Illinois constitution, a judge ruled on Friday. Pension payments are devouring bigger chunks of budgets for Illinois and Chicago and both face crippling spending cuts or big tax increases if those payments are...

  • *HSBC, Lloyds, RBS plan "broad" ring-fence, Barclays differs. LONDON, July 3- Barclays is planning to set up a smaller separate UK bank than rivals as British lenders finalise how to restructure to meet new rules designed to give greater protection to savers and taxpayers. Unless it makes a U-turn, Barclays will adopt a different structure to its main rivals.

  • COLUMN-Three retirement loopholes seen likely to close Monday, 29 Jun 2015 | 12:19 PM ET

    LOS ANGELES, June 29- There are plenty of tips and tricks to maximizing your retirement benefits, and more than a few are considered "loopholes" that taxpayers have been able to use to circumvent the letter of the law in order to pay less to the government. 1. Back-door Roth IRA conversions The U.S. Congress created this particular loophole by lifting income...

  • Estate planning, taxes, Social Security benefits, health insurance and other financial issues have historically been enormously complicated for same-sex couples. Now with nationwide acceptance of marriage equality, thanks to the Supreme Court decision on Friday, will the financial picture finally be clear? Reuters spoke with three experts in LGBT...

  • NEW YORK, June 25- Darden Restaurant Inc's plans unveiled this week to spin off some of its holdings into a real estate investment trust point to a gold mine others can tap, but a recent statement by the U.S. tax authority raises cautionary flags. The IRS was responding to inquiries about whether it would change its review practices when the operation being spun off...

  • LOS ANGELES, May 18- Nearly six million people with disabilities may benefit from new tax-free savings plans approved by Congress last year, but the accounts may not be as helpful or available as quickly as originally promised. After a decade of lobbying by disability advocates, Congress passed The Achieving a Better Life Experience Act in the final hour before...

  • These taxpayers won't get refunds before mid-July Monday, 27 Apr 2015 | 8:22 AM ET
    The IRS 1040x Amended Tax Return forms.

    Nearly 5 million taxpayers will file an amended income tax return this year. Among them? Here's what you should know.

  • Getting a tax refund? Here's the bad news Friday, 17 Apr 2015 | 11:21 AM ET
    Tax refund

    Tens of millions of Americans overpay their taxes each year and miss out on interest and market returns they could earn on that money.

  • U.S. House passes estate tax repeal despite veto threat Thursday, 16 Apr 2015 | 12:55 PM ET

    WASHINGTON, April 16- The U.S. House of Representatives on Thursday ignored a White House veto threat and passed legislation to repeal the estate tax that hits inherited assets worth $5.4 million or more. By a mostly partisan 240-179 vote, the Republican-backed bill will be sent to the Senate, where Democrats are expected to use procedural hurdles to try to block...

  • WASHINGTON, April 14- The White House on Tuesday said Democratic President Barack Obama's advisers would recommend that he veto a pending Republican-authored bill to repeal the estate tax. The White House said in a statement that the bill to repeal the tax is a "fiscally irresponsible" measure that would "endorse the principle that the wealthiest Americans...

  • WASHINGTON, April 14- The White House on Tuesday said President Barack Obama's advisers would recommend he veto a bill in the U.S. House of Representatives that would repeal the estate tax. Conservative opponents of the estate tax say it is a "death" tax and that it burdens people who are grieving. The White House said repealing it would only benefit the wealthiest...

  • Your 'To Do' list after getting your taxes back Saturday, 4 Apr 2015 | 11:03 AM ET
    Employee Linda Tarkenton holds a blank U.S. Treasury check before it's run through a printer at the U.S. Treasury printing facility in Philadelphia.

    Use the money you received from a tax refund to pay off debt, to boost your savings and to invest.

  • Guess which state residents pay the most in taxes? Thursday, 2 Apr 2015 | 11:53 AM ET
    taxes IRS tax money dollars

    The Tax Foundation estimates Americans will pay $4.8 trillion in taxes in 2015, but some states will contribute more than others.

  • Are you paying too much in taxes? Friday, 13 Mar 2015 | 9:00 AM ET
    Are you paying too much in taxes?

    CNBC consumer reporter Kelli Grant gives viewers tips on how to avoid paying too much in taxes.

  • Breaking down President Obama's tax plan Tuesday, 20 Jan 2015 | 8:03 AM ET
    President Barack Obama speaking

    Jason Furman, Council of Economic Advisers, provides a preview of President Obama's State of the Union address on Tuesday night where he is expected to talk about tax reform.

  • Tax time! What you should know Tuesday, 20 Jan 2015 | 6:41 AM ET
    Tax time! What you should know

    Dave Prokupek, Jackson Hewitt, explains what taxpayers need to know to start filing their 2014 taxes and whether to expect delays. Also Prokupek discusses the benefits of filing early.