Medicare

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  Selected Provisions of the American Taxpayer Relief Act of 2012

  By Tax Facts Online  |  March 4, 2013

  The experts of Tax Facts have produced this comprehensive analysis of selected provisions of the American Taxpayer Relief Act of 2012 (the Act) to provide the most up-to-date information to our subscribers. This supplement analyzes important changes to the tax code with emphasis on how these developments impact Tax Facts’ major areas of focus: Employee Benefits, Insurance, and Investments.

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  Cafeteria Plans

  By Tax Facts Online  |  March 4, 2013

  The income tax treatment of cafeteria plans is key to their popularity. Learn how to maximize the tax benefits of these “flexible benefit plans”.

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  IRAs: In General

  By Tax Facts Online  |  March 4, 2013

  Individual Retirement Accounts are highly popular tools for contributing funds that grow on a tax deferred basis. Depending on the type of IRA, the accumulation can be tax free.

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  Lew Has Work Cut Out for Him as Treasury Head

  By Martin Crustsinger, AP Economic writer  |  February 28, 2013

  Jacob Lew is scheduled to be sworn in Thursday as Treasury secretary and will have to hit the ground running.

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  Limiting 401(k) Subsidies: Smart Deficit Reduction or Dumb Double Taxation?

  By Gil Weinreich, AdvisorOne  |  February 26, 2013

  A 28% cap on retirement deductions was just one of 15 deficit-cutting proposals of the Brookings Institution’s Hamilton Project.

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.

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  Wanted: Smart Strategies for Wealthy’s Steeper Tax Landscape

  By Jane Wollman Rusoff  |  February 22, 2013

  Not since Jimmy Carter’s presidency have the very well-off been subject to such high tax liability. The increases are permanent.

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  8 Experts’ Investing Tips From Tiger 21 Conference

  By Michael S. Fischer  |  February 15, 2013

  What financial experts told the ultra-wealthy members of Tiger 21: The Dow has been on a tear, but don’t relax. There’s still a lot to worry about.

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  In State of the Union, Obama Calls for ‘Smarter’ Government

  By Melanie Waddell, AdvisorOne  |  February 13, 2013

  "It’s not a bigger government we need," said President Barack Obama in his State of the Union address Tuesday, "but a smarter government that sets priorities and invests in broad-based growth.”

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  Are Annuities the Solution to Old 4% Retirement Rule?

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  February 12, 2013

  For years, the 4% rule provided the baseline from which advisors launched retirement strategies, but those strategies simply aren’t cutting it any more. Enter annuities with some attractive riders.