Taxes Archives - Page 2 of 2 - Retirement Income Journal

Will pensions become subject to state income tax in Illinois?

By Editorial Staff Wed, Nov 16, 2016

AARP is leading an effort to prevent fiscally-challenged Illinois from taxing pension income again after a holiday of 32 years. Reinstating the tax would bring in an estimated $2...

Published November 17, 2016

A Tale of Two Tax Plans

By Howard Gleckman Wed, Oct 12, 2016

As explained by our guest columnist, a senior fellow at the Urban-Brookings Tax Policy Center at the Urban Institute, Trump's tax policy would echo supply-side solutions of the past...

Published October 13, 2016

Asset location tool could boost savings by 15% over 30 years: Betterment

By Editorial Staff Thu, Sep 29, 2016

'Asset location is the closest thing there is to a free lunch in wealth creation,' Boris Khentov, vice president of operations and a tax attorney at Betterment.

Published September 29, 2016

Unexpected taxes can hurt seniors who work longer: Kotlikoff

By Editorial Staff

"We are all made worse off when are pushed out of the labor market by policies that encourage them to retire," said Larry Kotlikoff, a Boston University...

Published September 29, 2016

Jackson and Morningstar partner on tax demonstration tool

By Editorial Staff Thu, Feb 25, 2016

This tool is available for wholesalers and advisors, and supported by Jackson’s Advanced Strategies team, a group of senior portfolio strategists and retirement and wealth strategy consultants who study...

Published February 25, 2016

Is It Time to End Tax Deferral?

By Kerry Pechter Thu, Jul 30, 2015

This strikes me as the issue at the heart of the controversy over the Department of Labor's conflict-of-interests proposal—the issue we duck and dodge, while pretending that it’s all...

Published July 30, 2015

In 1799, They Said ‘No’ to Taxes

By Kerry Pechter Wed, Apr 8, 2015

In March 1799. not far from where I live today, an auctioneer named John Fries led a protest against the first direct tax on American homeowners. Alexander Hamilton wanted...

Published April 9, 2015

Secrets of Tax-Efficient Drawdown

By Editorial Staff

In a regular new feature on the latest retirement-related research, we look at a variety of recent articles, including one that might just change the way you think about...

Published April 9, 2015

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