401(k)

The top Democrat and Republican on the tax-writing House Ways and Means Committee introduced bipartisan legislation to encourage more Americans to save for retirement.

The Internal Revenue Service provided guidance on expanded eligibility and more.

The Internal Revenue Service is giving retirement plan participants and beneficiaries some added flexibility during the COVID-19 pandemic to remotely sign or have their retirement plan elections notarized.

The act makes extensive changes to the rules affecting tax-qualified, employer-sponsored retirement plans.

The purpose of the SECURE Act is to incentivize employers to offer retirement plans as well as to improve individual retirement savings outcomes for the millions of Americans without adequate retirement savings.

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

The Internal Revenue Service issued its annual inflation adjustments for retirement plans.

New tax legislation is passing through Congress aimed at addressing several retirement issues.

For the accountant who is filing a Form 5500 for a self-employed individual, it may be the job of the accountant to report beneficiary information.

Not only would stretch IRAs be dead if the legislation were to pass in the Senate, but your clients’ profit-sharing plans could be next.