Financial planning

irs, retirement planning, treasury

In today’s volatile market, wealth and personal money management can be more daunting than ever.

The legislation passed by Congress at the end of 2010 to extend the Bush tax rates for another two years is bad news for estate planning practitioners.

A majority of the American public believes it’s more difficult for young adults today to pay for college, find a job, purchase a home, or save for the future, compared to their parent’s generation.

The vast majority of executives responsible for 401(k) plans at their companies are feeling less confident that employees are financially prepared for retirement, according to a survey by Deloitte.

Baby Boomers nearing retirement age will have many factors to consider in choosing where to live in retirement, including state taxes, according to CCH tax experts.

Comedienne Betty White is helping pitch life settlements as a way for Baby Boomers to help fund their retirement.

IRS PROMOTES SAVER'S CREDIT

The CPA community is diverse when it comes to how practices manage themselves andthe services they offer clients. When it comes to personal financial planning, the diversity is sometimes as unique from practice to practice as ice cream from escargot.

Men tend to focus on the numbers when doing their retirement planning, and women are more likely to plan for retirement based on their lifestyle goals, according to new research.

Payroll and benefits outsourcing provider Paychex has launched Paychex Advisor Select 401(k), an offering designed for fee-based financial advisors.

The American Institute of CPAs has partnered with the Fox Financial Planning Network, a financial services consulting firm in San Diego, to help CPAs add financial planning to their practices.

Small business owners favor talking with financial advisors who are the same gender as them, with male business owners showing a stronger bias than female owners, according to a new study.

Fewer than two out of five American adults plan to make positive financial changes in 2012 as many of them expect to go through another tough financial year.

Retirees will be receiving a 3.6 percent increase in their monthly Social Security and Supplementary Security Income benefits in 2012.

The Treasury Department has stopped selling paper U.S. savings bonds at banks, ending a tradition stretching back to 1935.

High-volume broker-dealer Securities America has announced the members of its 2012 Advisory Council.

COST-BASIS CHANGES SIGNAL 'MESSY' TAX SEASON AHEAD

When it comes to charitable giving, there are those who are purely philanthropic and would donate as much as they can afford regardless of the tax consequences. the other side of the spectrum is the purely tax-driven contribution.

Members of Generation Y are managing to save for retirement more conscientiously than Boomers, according to a new survey.