Fiscal Cliff 2013

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  John Bogle: Forget Fiscal Cliff, Worry About ‘Nuclear Proliferation’

  By John Sullivan, AdvisorOne  |  February 8, 2013

  Forget fiscal cliffs, the indexing pioneer tells The Breakout on Friday, we’ve got bigger fish to fry—like “war, global pandemic and nuclear proliferation.”

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  Obama Presses for Delay, but Sequestration Cuts Imminent

  By Melanie Waddell, AdvisorOne  |  February 6, 2013

  President Barack Obama urged Congress Tuesday to delay the looming sequestration cuts by passing a package of both spending cuts and tax hikes, but reports said Wednesday that Obama’s plan was DOA in the House.

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  How to Fix Social Security While Averting Fiscal Ruin: Pozen

  By Joyce Hanson, AdvisorOne  |  February 5, 2013

  Bob Pozen knows how to fix Social Security, even after the United States falls off the new fiscal cliff—and the U.S. will fall, on March 1 to be exact, he says.

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  A Time-Limited Benefit of Fiscal Cliff Act: Tax-Free IRA Charitable Rollovers

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  January 21, 2013

  While the fiscal cliff law marked the beginning of a new era of higher taxes for many taxpayers, it also revived a way to reduce taxable income: tax-free treatment of charitable contributions from IRA accounts.

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  Fiscal Cliff Deal Opens Floodgates for 2013 Roth Conversions

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  January 15, 2013

  Congress’s fiscal cliff agreement provides a window that could allow many clients to reduce their future tax liability during retirement.

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  CPAs Take Dim View of Nation’s Fiscal Health

  By Gil Weinreich, AdvisorOne  |  January 9, 2013

  CPAs are normally a staid bunch, but members of the largest accounting group are over the edge about the nation’s fiscal cliff.

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  U.S. Fiscal Policy and the Debt Ceiling: A Troubling Scenario

  By Mike Patton  |  January 7, 2013

  Raising the debt ceiling is neither inherently good nor bad, but in a slow-growth economy, can we continue to service our growing debt?

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  Fiscal Cliff Law: Clients’ Taxes, What’s Next, and How to Plan

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  January 4, 2013

  All you need to know about the American Taxpayer Relief Act—both good and bad—and how it will affect your clients and their planning.

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  Big Boost to 401(k) Roth Conversions in Fiscal Cliff Deal

  By John Sullivan, AdvisorOne  |  January 3, 2013

  The last-minute deal by Congress to avoid the fiscal cliff contains a new option for workers saving for retirement.

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  Fiscal Cliff Deal Extends Tax Break for ‘Underwater’ Homeowners

  By Melanie Waddell, AdvisorOne  |  January 3, 2013

  The fiscal cliff deal extends the Mortgage Forgiveness Tax Relief Act for one more year, stopping the IRS from taxing mortgage forgiveness as income in the case of a short sale, refinancing or foreclosure.