Financial planning

Thirty-five percent of adults in the U.S. have a debt in collections reported in their credit files, a new study shows.

Withdrawals from individual retirement accounts tend to be driven largely by people who are 70-½ or more, according to new research.

Three-quarters of Americans are worried about having enough money for retirement, according to a new survey that found three out of 10 Americans are not saving for later years.

In 2014 many of the country’s high-income earners will keep less than they pay in taxes.

A federal appeals court has upheld a penalty assessed against the estate of a deceased man because the executor filed the return late, even though estimated taxes had been paid.

The Treasury Department and the Internal Revenue Service have issued final rules on longevity annuities, which can help retirees manage their savings to ensure they have a stream of regular income as they get older, making longevity annuities accessible to the 401(k) and IRA markets.

Quarterbacking your clients' advisory team

From SEP and SIMPLE IRAs to Solo 401(k)s

A new study finds that disclosure of personal relationships between corporate CEOs and members of the board of directors could paradoxically encourage directors to exhibit less independence from management.

Bill and Hillary Clinton have long supported an estate tax to prevent the U.S. from being dominated by inherited wealth. That doesn’t mean they want to pay it.

Genworth Financial has created a new Web site with information on long term care.

One of the key hurdles that advisors encounter in considering the transition to offering integrated wealth management services is the fundamental gap between the marketing model employed by traditional financial advisors and the practices that tax advisors are familiar with from the accounting world.

Broker-dealer HD Vest Investment Services announced that its VestAdvisor Select portfolio management platform has reached over $1 billion in assets in the 19 months since its launch.

When I practiced as a CPA, there were days when I left the office wondering why anyone would ever want to go back tomorrow and do it again. Those days seemed to drag on forever. I did not feel very productive or accomplished, and generally didn't feel good about myself or my chosen career path.

Strategies to help your clients save for the rising cost of college

Accounting Today is in the midst of collecting submissions for its 2014 ranking of the Top Firms by AUM.

Broker/dealer HD Vest Financial Services Inc. has launched a proprietary tool to help its affiliated advisors integrate client tax information into their financial plans.

Financial stress among employees increased significantly last year, according to a new survey, with 23 percent reporting "high" or "overwhelming" levels of financial stress compared to only 18 percent in 2012 and 19 percent in 2011.

Twenty-five percent of Americans across all age groups admit they are not saving at all for retirement, or are unsure, according to a new survey.

The balances of Roth IRAs grew at more than double the rate of traditional individual retirement accounts from 2010 to 2012, according to a new analysis by the Employee Benefit Research Institute.