IRAs

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

In the wake of a global pandemic, everything is being re-thought.

The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.

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 Internal Revenue Service is giving financial institutions a break when it comes to notifying owners of individual retirement accounts about taking their required minimum distributions after a new law increased the age for taking RMDs from 70½ to 72.

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

An IRS revenue ruling explains what happens when a distribution check from a qualified plan isn’t cashed.

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.