Financial planning

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.

More than half of CPA financial planners say their wealthy clients are not confident in the stock market, according to a survey by the American Institute of CPAs.

The American Institute of CPAs is offering a CPA-oriented guide on Roth IRA conversions now that the old $100,000 income limit for converting a traditional IRA to a Roth IRA no longer applies.

A new study shows that the majority of Americans think wealth is beyond their reach and it won’t be easier to get rich any time soon.

Many wealthy Americans are rethinking their vision of retirement planning, according to a new survey of the affluent.

IMGCAP(1)]With middle-class families taking big losses in their 401(k) and other investments, many are concerned that they might not have enough money to retire without running out.

The recession has caused a significant number of America’s wealthy to re-evaluate their lifestyles, according to a new survey.

FINANCIAL EDUCATOR LAUNCHES ADVOCACY PORTAL

The recent implosion of the major stock market indices has hit Baby Boomers pondering retirement particularly hard - right in the proverbial nest egg. Many people are opting to remain in the workforce longer given the loss in their retirement portfolios. With this longer work horizon, planning for retirement and the location of retirement is still a goal for many.

Advisor Software has acquired Advisor Partners LLC, an asset management firm that specializes in creating comprehensive investment portfolios and managing client accounts on behalf of professional investment advisors.

The number of employers planning to offer annuities to participants in their 401(k) plans is expected to grow as companies look for ways to provide workers with a steady distribution of benefits during retirement, according to a new survey.