Retirement planning

There has been a significant trend in recent years to add automatic features to 401(k) retirement plans.

Lawmakers in the House and Senate have re-introduced legislation to encourage the creation of employee stock ownership plans in S Corporations.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

American workers and retirees are expressing higher confidence about their ability to afford retirement this year, even though there is little sign they are taking the necessary steps to achieve that goal, according to a new survey.

Even though the economy is doing relatively well this year, that doesn't mean the average person isn't still worried about their own financial outlook.

The Financial Accounting Standards Board released two accounting standards updates last week, one of which covers the fees paid for cloud computing while the other applies to defined benefit obligations and plan assets.

The Treasury Department and the Internal Revenue Service are trying to get more employers to offer myRA retirement accounts to employees.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

The Internal Revenue Service plans to take further steps to discourage taxpayers from exceeding the limits on contributions to individual retirement accounts within a single year.

The Internal Revenue Service and the Treasury Department have issued guidance aimed at making it easier for taxpayers to be automatically enrolled in retirement plans such as 401(k) and 403(b) plans by their employers, simplifying the correction methods if errors are made.

Practitioners need to be aware of the tax-free IRA rollover rules that took effect on Jan. 1, 2015 to protect their clients from major tax problems and penalties.

Even though tax season is getting close to the end, there are still some important tips that accountants can share with their clients by April 15, and beyond.

Nearly half of Americans are saving no more than 5 percent of their incomes, while 18 percent are saving nothing at all, according to a new report.

Your clients’ financial plans need to consider their parents and children

Fifty-three percent of U.S. adults have not started making financial arrangements for retirement, according to a new survey, and four out of 10 respondents admitted that not having saved enough for retirement is their biggest financial regret.

Tax reform, if it happens in the next two years, will occur in incremental steps rather than as a comprehensive package.

President Barack Obama threw the weight of the White House behind an effort that would make it harder for brokers to push higher-fee mutual funds or other expensive products on people saving for retirement.

An increasing number of Americans over the past year reported some improvement on saving for the future, according to a new survey.

The House of Representatives voted to revive three U.S. tax breaks that encourage charitable giving in a bipartisan challenge to President Barack Obama’s threat to veto the measure.

It may make for grim reading, but the American Institute of CPAs has just issued guidance on new mortality tables from an actuarial group.