Retirement benefits

The IRS offers guidance in Notice 2020-51 on the rollover period, which has been extended to Aug. 31.

The Internal Revenue Service provided guidance on expanded eligibility and more.

The Internal Revenue Service is giving retirement plan participants and beneficiaries some added flexibility during the COVID-19 pandemic to remotely sign or have their retirement plan elections notarized.

After employee pay and rent, partner deferred compensation retirement benefit plans usually are the third largest expense on a firm’s income statement.

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 act makes extensive changes to the rules affecting tax-qualified, employer-sponsored retirement plans.

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 Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.

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.

The day-off debate; SECURE’s flaw; IRS appeals mean a long wait; and other highlights from our favorite tax bloggers.

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.

A short list of pointers for when students put down the diploma and pick up the tax return.

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.