Retirement planning

No one likes to contemplate their own mortality, but John Napolitano of U.S. Wealth Management makes it clear why accountants need to get their business-owner clients thinking about exit planning.

The National Association of Registered Social Security Analysts and its site, NARSSA.org, will look to aid professionals and firms who provide Social Security advisory services to its clients.

Your clients may have heard conflicting advice — they must change their IRA beneficiaries, spend down their IRA as soon as possible, dismantle their trust, or immediately convert their traditional IRA to a Roth IRA, Sophia Duffy writes.

As the number of suppliers of advice and recordkeeping services decreases, the potential for conflicts of interest increases.

There are still a few things your clients should know and do now, well before they ever need to file a claim.

Practitioners share how they're helping individual clients navigate financial issues and more.

The top Democrat and Republican on the tax-writing House Ways and Means Committee introduced bipartisan legislation to encourage more Americans to save for retirement.

The thresholds will all rise, according to the Internal Revenue Service.

The COLA increase will provide some relief next January to 64 million Social Security beneficiaries and 8 million SSI recipients during the coronavirus pandemic.

The Internal Revenue Service published final regulations for Achieving a Better Life Experience, or ABLE, accounts for disabled Americans.

Regs on retirement-payment withholding updated

My practice continuation tool kit has a sample purchase agreement with explanations of each step of the process.

The IRS is reminding taxpayers about the CARES Act’s waiver of required minimum distributions for 2020.

Aging clients require a different set of eyes.

The IRS offers guidance in Notice 2020-51 on the rollover period, which has been extended to Aug. 31.

It’s a good time to be opportunistic about your firm’s future — and to poke these embers in a meaningful way.

The Internal Revenue Service provided guidance on expanded eligibility and more.

The Internal Revenue Service is giving retirement plan participants and beneficiaries some added flexibility during the COVID-19 pandemic to remotely sign or have their retirement plan elections notarized.

The Internal Revenue Service and the Treasury Department issued proposed regulations Wednesday to update the income tax withholding rules for periodic retirement and annuity payments made after Dec. 31, 2020.

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.