IRAs

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.

The bipartisan legislation will provide more retirement planning options for accountants to advise small business clients about, while also fixing a glitch in the Tax Cuts and Jobs Act that imposed the kiddie tax on children of deceased service members.

The U.S. House of Representatives approved legislation that relaxes the rules for retirement savers and corrects an unintended side-effect of the 2017 tax law that hit children of military members who died in combat with higher-than-expected tax bills.

As the U.S. retirement savings crisis continues to grow, legislators are taking steps to ensure all employees have access to formal retirement savings programs.

The bipartisan legislation aims to expand retirement savings by offering more tax incentives to individuals and small businesses.

Three bills that would make major change have already emerged from the Ways & Means Committee.

The House Ways and Means Committee voted to approve legislation that would relax the rules for those saving for retirement.

Renaissance Technologies, the giant hedge fund founded by billionaire Jim Simons, looks like it has created the premier individual retirement account.

CPA financial planners share their favorite moves for kicking off the year right.

It’s not too late to cut down clients' tax liability before the end of the year.

The IRS announced upward adjustments for 401(k), 403(b)s and other plans.

14 steps clients and practitioners should look to improve in 2019.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

The Internal Revenue Service said Tuesday that the Tax Cuts and Jobs Act of 2017 won’t affect the tax year 2018 dollar limitations for retirement plans the IRS had announced last year.

There are drawbacks to a new law designed to help disaster victims access their retirement funds early without penalty.

The Internal Revenue Service issued the annual cost of living adjustments Thursday for 401(k) contributions, pension plans and other retirement-related matters.