Retirement planning

The confidence of Americans in their ability to afford a comfortable retirement remains at historically low levels, according to a new survey.

The odds of being single at some point during retirement are high and present unique challenges for both “ever single” retirees who never married and for those who become “suddenly single” in retirement due to divorce or death of a spouse.

CONFIDENCE EBBS ON RETIREMENT PLANNING

Millions of small business owners are unprepared for retirement, with a third of the women and a quarter of the men in a new survey having no estimate of how much they will need when they retire.

More than half of small businesses may not have optimal retirement plans, according to a new survey.

Wells Fargo is using Twitter to spread the word about saving for retirement.

Just over 50 percent of Americans anticipate they will receive a refund on either their federal or state income tax return this year, according to a new survey, and of those 63 percent said they plan to save or invest at least part of the money.

irs, retirement planning, treasury

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.

Clarifying Form 1099-R would help the Internal Revenue Service identify more taxpayers who are underreporting their retirement income, according to a new report.

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

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 Internal Revenue Service has begun offering a $25,000 buyout program to encourage up to 400 of its employees to accept retirement or early retirement by March.

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.

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

The Financial accounting Standards Board recently approved a revised accounting standard that requires contributing non-governmental employers to provide more information about their financial obligations to multi-employer pension plans.

COST-BASIS CHANGES SIGNAL 'MESSY' TAX SEASON AHEAD

The Internal Revenue Service is encouraging more taxpayers to take advantage of the "saver's credit."