Retirement planning

The bipartisan legislation aims to expand retirement savings by offering more tax incentives to individuals and small businesses.

The Internal Revenue Service has issued final regulations upping user fees on enrolled agents and enrolled retirement plan agents.

The Internal Revenue Service has decided to once again expand a program that allows retirement plans to receive determination letters after announcing four years ago it was curtailing the program.

Three bills that would make major change have already emerged from the Ways & Means Committee.

When partners retire, maintaining client relationships and providing clear expectations are important building blocks for a firm’s sustained success.

The House Ways and Means Committee voted to approve legislation that would relax the rules for those saving for retirement.

Tax pros share how they discuss preparing for the Golden Years with customers.

Renaissance Technologies, the giant hedge fund founded by billionaire Jim Simons, looks like it has created the premier individual retirement account.

Many business owners and entrepreneurs are looking to realize value from the companies they've created, but don't know how, says Anthony Glomski, who sees a major role for accountants in guiding these clients through a liquidity event.

People want to know if there is anything that can be done for pre-retirement medical expenses. The answer is yes.

More than 67 million people will receive larger benefits next year, thanks to the inflation rate.

House Republicans unveiled a broad outline on Tuesday for their next phase of tax code changes, which steered clear of correcting technical mistakes from last year’s overhaul.

Republicans are promising Tax Reform 2.0, but only a few measures may get approved.

Accountants have a new way to gain the PFS credential, and non-CPAs can get educated too.

The first step may be getting them to figure out what retiring means to them, a panel of CPA financial planners says.

Workers are forced to draw on their 401(k) retirement savings for more immediate needs, according to a new survey by PwC.

Marjorie Jones trusted the man who called to tell her she’d won a sweepstakes prize, saying she could collect the winnings once she paid the taxes and fees.

Never assume that the client understands or knows what you are talking about.

The Internal Revenue Service recently reduced a user fee, modified its policy on issuing opinion and advisory letters, and changed the pre-approved program for cash balance plans.