Financial Planning

Accounting Today is in the midst of collecting submissions for its 2014 ranking of the Top Firms by AUM.

Bernard Madoff’s fraud might have been detected with enough due diligence in mid-2006, more than two years before the Ponzi scheme collapsed, a U.S. Tax Court judge ruled.

Broker/dealer HD Vest Financial Services Inc. has launched a proprietary tool to help its affiliated advisors integrate client tax information into their financial plans.

The Internal Revenue Service’s Employee Plans Compliance Unit recently looked at whether employee benefit plan sponsors had completed all the necessary steps after filing a Form 5500-series return showing they had adopted a resolution to terminate the plan, and found that many did not.

The Internal Revenue Service said Thursday it will begin a one-year pilot program in June to help small businesses with retirement plans that owe penalties for not filing reporting documents.

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.