Employee benefits

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.

What to do next month; White House returns; taxing AI; and other highlights from our favorite tax bloggers.

The Internal Revenue Service is extending tax relief on required minimum distributions from inherited retirement accounts not made in 2024 after providing similar relief in recent years.

The Internal Revenue Service is making some changes in the way it sends tax transcripts for clients to tax professionals to beef up security.

CTA unconstitutional; AI and your practice; 30 years and counting; and other highlights from our favorite tax bloggers.

The gift outlays — and the many rules and potential duties tied to them — can affect clients' long-term trail toward RMDs, Roth IRAs, the FAFSA and other areas.

The Internal Revenue Service and the Treasury Department issued a notice to provide relief to parents who got snagged by problems with Maryland's prepaid college savings program.

The IRS and Labor Department issued guidance on the new savings vehicles, but financial advisors and other wealth management professionals have questions.

Retirement plan sponsors and advisers receive guidance from the IRS on how to legally incentivize plan participation.

Retirement plan sponsors and their financial advisors receive guidance from the IRS on how the Secure 2.0 Act opened the door for "de minimis financial incentives."

A DOL study uncovered problems in almost a third of employee benefit plan audits — but that's actually an improvement.

Those 73 and older need to make sure they're taking their required minimum distributions from IRA and other retirement accounts.

Clients who have squirreled away their savings in IRAs and other retirement accounts have new tools at the ready amid shifting rules, four experts said.

The big AI question; staff pay; sourcing nonresident income; and other highlights from our favorite tax bloggers.

Planners and their clients can use the annual cost-of-living adjustments as a helpful reminder to consider tweaks to retirement savings and strategies, experts said.

The service issued its annual adjustments for retirement plans, with some reflecting changes in the SECURE 2.0 Act.

The late actor's estate fell short in a five-year quest involving the distribution of a hedge fund position when his financial advisor left UBS for Merrill Lynch.

The service has faced challenges in transitioning the system it uses for authenticating the identities of taxpayers and tax professionals.