Financial Planning

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.

Most people have never heard of the alternative minimum tax, and those that have probably would love to forget about it and wish that it would just go away.

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

Employer anxiety about offering you a 401(k) plan is rising rapidly, and for potentially good—and expensive—reasons. Class-action lawyers are targeting a wider variety of alleged breaches of fiduciary duty in retirement offerings and suing a broader range of entities, including college and university 403(b) plans.

Longer lives and the prospect of weaker investment returns mean millennials will probably have to save more money, over a longer period of time, than their parents and grandparents.