Financial Planning

The Internal Revenue Service has issued final regulations allowing pension recipients to split their benefits between both monthly annuity payments and a lump sum.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

It’s back to school for university endowments and U.S. lawmakers.

Sen. Ron Wyden, D-Ore., the ranking Democrat on the Senate Finance Committee, released a discussion draft of proposed legislation that would prevent taxpayers from putting more than $5 million in an individual retirement account.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

We all use the cliché that we give the clients the best we've got, but what does it really mean?

Guiding your clients into and through their post-work life

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Indian Country Today reports that retired PGA golfer Notah Begay III, in his first ambassador role outside of professional sports, has partnered with southwest CPA and business consulting firm REDW to promote accounting and financial literacy to Native American communities.

The Internal Revenue Service unveiled a new procedure Wednesday to help people who accidentally miss the 60-day time limit for rolling over their retirement plan distributions into another qualified retirement plan or individual retirement account.