Urban Institute

• 

  Overseas Tax Havens Under the Microscope as Governments Call for Tighter Regulations

  By Marlene Y. Satter, AdvisorOne  |  April 25, 2013

  Demands for tighter regulations and more transparency could change the way countries—and companies—do business.

• 

  Paul Ryan’s Budget: Something for Everyone (to Criticize)

  By Melanie Waddell, AdvisorOne  |  March 13, 2013

  "The president promises big government and Ryan promises smaller big government,” a Cato Institute analyst says, while others say cuts are still too big.

• 

  New Tax Law, Said to Squelch Giving, Could Actually Boost It

  By Michael S. Fischer  |  March 8, 2013

  An analysis of the new law as part of the fiscal cliff deal finds that it “has negligible effects on the tax incentive for charitable giving.” In fact, it increases the incentive to give.

• 

  Future of DC Plans Hitched to Economy, Education: Outlook 2013

  By Danielle Andrus, AdvisorOne  |  December 21, 2012

  By now, the move out of DB plans into DC plans has been well-established, although the success of the plans wavers with the strength of the economy. There are also two kinds of 401(k) investors.

• 

  Delaying Annuity Payments Can Raise Payouts 9%

  By Warren S. Hersch  |  December 20, 2012

  A joint study led by Society of Actuaries found payouts for all income levels can be significantly raised by delays of one to five years.

• 

  What Will the Possible Fiscal Cliff Plans Cost Your Clients?

  By Gil Weinreich, AdvisorOne  |  November 29, 2012

  Your bread-and-butter client, an upper middle-class family with two children, earning $147,000 a year, would see their tax bill rise by $7,323 if we go over the fiscal cliff. They would fare better under the plans of the two political parties.

• 

  Deficit Reduction Deal: 3 Dueling Plans to Achieve It

  By Gil Weinreich, AdvisorOne  |  November 14, 2012

  As the politicians prepare their negotiation stances ahead of Friday's White House budget talks, liberal and conservative economists are offering their ideas on how to solve America’s growing fiscal gap.

• 

  Charities’ 2011 Fundraising Barely Broke Even: Study

  By Michael S. Fischer  |  October 22, 2012

  If there were any doubts that charities have had difficulty raising funds in recent years, these should be dispelled by a new report on 2011 fundraising performance by the Association of Fundraising Professionals and the Urban Institute.

• 

  Social Security Reform Proposal From 2010 Gets Second Look

  By Danielle Andrus, AdvisorOne  |  December 7, 2011

  Following the supercommittee’s failure to make recommendations on how to reduce the deficit, the Urban Institute released on Monday a paper analyzing the potential effects of the Commission’s recommendations should they be enacted.