Retirement benefits

People want to know if there is anything that can be done for pre-retirement medical expenses. The answer is yes.

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

In today’s age of lost tax deductions many accountants are looking for new tax deductions they can offer their clients.

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.

The Internal Revenue Service has issued a private letter ruling allowing an unnamed employer to make 401(k) contributions on behalf of employees who are repaying their student loans.

There’s one area where the traditional pension plan is getting new life — as a tax dodge for wealthy business owners.

The Internal Revenue Service recently reduced a user fee, modified its policy on issuing opinion and advisory letters, and changed the pre-approved program for cash balance plans.

As the country moves toward full employment, employers face the challenge of differentiating their business and job opportunities.

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.

The Governmental Accounting Standards Board has released a new Implementation Guide with questions and answers about GASB’s new standards on accounting and financial reporting for postemployment benefits other than pensions, such as retiree health care.

President Donald Trump is trying out a new campaign slogan: “How’s your 401(k) doing?” The answer for more than half of Americans is that they don’t have one.

The last few weeks of the year can be a stressful time both personally and professionally for everyone, including small business owners preparing for both the New Year and the tax year.

President Donald Trump, fresh off a Senate vote that puts him a step closer to passing a tax-cut bill by year-end, declared himself “unbeatable” for re-election—and unexpectedly suggested a critical element of the Congressional tax plan is open to debate.

The Senate tax proposal released Thursday would restrict employees earning at least $500,000 from making so-called “catch-up” contributions to 401(k) workplace retirement plans.

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

Republicans are barreling into a lobbying frenzy next week, when House Ways and Means Chairman Kevin Brady plans to unveil a sweeping tax bill to remake the U.S. economy that’s being crafted with rigorous secrecy.

House Republicans narrowly adopted a budget resolution Thursday unlocking a fast-track process to achieve their long-sought goal of cutting Americans’ taxes by the end of the year. The next step will be releasing a draft tax measure as early as Nov. 1.