Financial Planning

Financial stress among employees increased significantly last year, according to a new survey, with 23 percent reporting "high" or "overwhelming" levels of financial stress compared to only 18 percent in 2012 and 19 percent in 2011.

Twenty-five percent of Americans across all age groups admit they are not saving at all for retirement, or are unsure, according to a new survey.

The balances of Roth IRAs grew at more than double the rate of traditional individual retirement accounts from 2010 to 2012, according to a new analysis by the Employee Benefit Research Institute.

Those of us who already miss Jay Leno’s old “Jaywalking” segments on the Tonight Show shouldn’t be surprised that a lot of people just aren’t aware of what most of us would consider “common knowledge,” but a new survey demonstrates once again that you can never be too sure about your assumptions.

Real estate investment trusts were originally created to permit tax-efficient public investment in real estate, but REITs have also found wide use as private vehicles.

The Internal Revenue Service has published final regulations to provide guidance on which costs incurred by estates or trusts other than grantor trusts are subject to a 2 percent floor for miscellaneous itemized deductions.

The Internal Revenue Service has issued final regulations clarifying the rules regarding the tax treatment of payments by qualified retirement plans for accident or health insurance.

Paid-for stock research has generally elicited widespread skepticism, but a new scholarly paper by three accounting professors suggests that paid-for analysts are more like auditors and credit-rating firms than is generally believed.

The Internal Revenue Service has issued a revenue procedure and notice to provide temporary penalty relief to plan administrators who don’t file their Form 5500 or 5500 EZ forms on time.

Congressmen Mark Pocan, D-Wis., and Scott Peters, D-Calif., along with 21 other House Democrats, have introduced legislation to lower all federal student loans to 4 percent and allow borrowers to refinance their student loans at a lower rate.