Retirement planning

Wealth management firm Brinton Eaton, offers these eight tips to help investors and financial planning clients stay on track in the face of market volatility and uncertainty over the fiscal cliff.

Texas Attorney General Greg Abbott said the state is investigating a fraudulent tax return scheme and warned East Texas residents to avoid recruiters from Syam Tax Services LLC.

The Internal Revenue Service said Thursday that low- and moderate-income workers can take steps now to save for retirement and earn a special tax credit in 2012 and the years ahead.

The recession had little effect on the low participation rate of small business owners in signing up for retirement plans, according to a pair of new studies from the U.S. Small Business Administration.

Adult children and their parents struggle to communicate on key financial topics that include retirement planning, providing care for elderly parents and inheritance strategies, according to a new study by Fidelity Investments.

Most Americans, particularly women, are woefully underprepared for retirement, with four out of 10 women having less than $10,000 saved, and only 21 percent having more than $100,000 in all of their investment accounts, according to research from Mintel.

The Internal Revenue Service is allowing 401(k) and similar employer-sponsored retirement plans to make loans and hardship distributions to victims of Hurricane Sandy and members of their families, as part of the Obama administration’s efforts to bring all available resources to bear to support state and local partners affected by Hurricane Sandy.

Individual retirement account allocations tend to vary by age and account balance, but not much by gender, according to a new study.

Cost-of-living adjustments have changed many dollar limitations for pension plans and other retirement-related items for tax year 2013.

The staff of the Governmental Accounting Standards Board has created a fact sheet to clear up some of the misconceptions about the recent changes in public pension accounting standards.

Monthly benefits for nearly 62 million recipients of Social Security and Supplemental Security Income will increase 1.7 percent in 2013, the Social Security Administration said Tuesday.

The New York State Society of CPAs has asked Congress to consider new legislation that would temporarily waive tax penalties for taxpayers who are forced to make early withdrawals from retirement accounts due to financial hardship caused by the economic crisis.

Many small business owners are confused by the fee notices and costs of their 401(k) plans and have trouble answering questions from employees, according to a new survey.

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The focus of most taxpayers on their income taxes, small business taxes and potential estate taxes, with a gripe now and then about local sales taxes, misses a big chunk of the portion they pay every year: property taxes.

Employers in a recent survey overwhelmingly said they favor keeping workers past retirement age.

As sales of exchange-traded funds boom, the Securities and Exchange Commission’s Office of Investor Education and Advocacy has released an investor bulletin on the investment vehicle that highlights the view that not all ETFs are created equal.

Genworth Financial Trust Company announced a new program to help independent financial advisors find the trust companies best suited to working with them.

The estimated 72 million 401(k) participants have something to look forward to at the end of this month: On August 30, the Department of Labor's Employee Benefits Security Administration participant fee disclosure rule, dubbed ERISA 404(a)(5), will go into effect.

About 35 percent of women report using a financial advisor and another 35 percent who don't use an advisor would consider doing so, according to a new survey from Prudential Financial.