Financial planning

A 65-year-old couple retiring this year will need aquarter of a million dollars to pay for medical expenses throughout retirement,not including nursing-home care, according to a new study.

IMGCAP(1)]Corporate valuation is all about numbers—revenue, EBIT and the like. But what’s behind the numbers? In many cases, it’s confidence and, specifically, confidence in the business.

Researchers have found a link between short selling and a faster time-to-discovery of when companies misreport their financial results.

Advisors Trusted Advisor has enhanced its online Roth Conversion Optimizer.

Auto-enrollment of participants in 401(k) plans is likely to be most beneficial to young and low-income workers, according to new research.

An increasing percentage of tax advisors’ client base is now eligible for a Roth IRA, according to a survey of 500 tax advisors.

How does the board of directors or management team of a small or midsized business think about reversing a declining or distressed business?

The University of Pennsylvania’s Wharton School, Dartmouth College and Rand Corp. have teamed up to launch a new Financial Literacy Center on the Internet.

Payroll and benefits outsourcing provider Paychex has opened its Paychex Retirement Services to fee-based advisors, allowing them to perform such functions as direct automated payments, consolidated reporting and tracking.

REHMANN MERGES IN DAWSON WEALTH MGMT.

John is a successful 45-year-old executive with a major real estate management company. His experience in real estate management and intimate knowledge of the South Florida marketplace has convinced him that he has found a $300,000 condo that may be the bargain of a lifetime.

Americans' confidence in their ability to retire appears to be stabilizing, but their preparations for retirement continue to erode, according to a new survey.

Women are more likely than men to seek help in financial planning, according to a new survey.

IMGCAP(1)]Nancy Exten did two incredible things recently.

Archimedes Systems and Convergent Retirement Plan Solutions have introduced CPAroth.com, a portal for planning Roth IRA conversions.

New rules for credit card companies to follow took effect Monday, putting new restrictions on the interest rate hikes and penalty fees they can charge consumers and small businesses.

What’s not to like about a Roth IRA? As with traditional IRAs, earnings accumulate tax free. But unlike the traditional IRA, withdrawals are tax-free and minimum distributions after age 70 ½ are not mandatory. Add to this the 2010 special incentives to convert a traditional IRA to a Roth IRA, and it’s a wonder taxpayers aren’t lining up to do the conversion.

MOSS ADAMS MERGES IN ROWLING DOLD

Tax-advantaged strategies to fund children's college education continue to offer CPA clients some relief from that heavy financial burden, but their value will vary widely according to each taxpayer's financial picture.

Many U.S. employers intend to restore company 401(k) matches that were suspended or reduced during the market downfall, according to a new survey by HR consultancy Hewitt Associates.