Retirement planning

An in-depth look at the provisions being considered for the new legislation.

The number of accounts with balances of at least $1 million grew 84% year over year, while the number of seven-figure IRAs jumped more than 64%.

Offer ‘solutions more than products; ’the gig economy and the profession; new blog in town; and other highlights from our favorite tax bloggers.

Using RMDs to pay the taxes due on a rollover can ease the psychological pain of forking over money to the IRS.

Securities-based lending is up sharply as wealthy investors leverage gains in their stock portfolios into low-interest loans for pricey purchases.

The Internal Revenue Service posted new rules Friday for multiemployer qualified retirement plans that have run into funding problems and need extra financial help from the Pension Benefit Guaranty Corporation.

Take a look around your own firm to see if an uncomfortable number of senior staff are on the cusp of retirement. Who will replace them?

Most small firm owners who are considering retirement are not familiar with how selling a practice works and how to get started.

A tough season has some preparers considering taking down their shingle, but many still plan to hang on.

For accountants and tax professionals working with clients age 50 and older, there are certain tax perks to recommend that could help boost savings for the future.

Pulling the costs directly out of clients’ IRAs can blunt the sting, but it shrinks the pot of tax-deferred retirement assets.

Affluent clients can use wealth and retirement strategies to blunt the impact of the administration’s proposals, which include a higher capital gains rate.

The Ways and Means Committee approved bipartisan legislation Wednesday to expand automatic enrollment, among other things.

Mandatory retirement age policies at the major firms don't need to be the end of a successful career.

Virtually all tax advisors have accepted the inevitability of taxes increasing. The only open questions seem to be when and how high.

Concerned that tax rates and IRS bills may rise under Biden, wary advisors note that Roth plans are not just for younger investors.

The Internal Revenue Service responded Tuesday to calls for extending more tax deadlines by giving taxpayers until May 17 to make IRA and HSA contributions and file some refund claims.

Roth conversions and backdoor Roths ease COVID financial pain for wealthy earners this tax season

A Biden proposal to change the tax deduction for contributions to a tax credit could have serious implications.

A COVID-wrecked economy has changed the calculus for some financial planners.