Retirement

Accountants who guide business owners through the exit-planning process can not only deepen their relationships, but also create new revenue streams.

Potentially tens of thousands of clients were stuck with significant tax bills this year because of a change the firm made to its target-date funds, according to a class-action lawsuit.

Advisors tend to avoid clients' tax issues when they involve the IRS. It's a missed opportunity to add value.

The House overwhelmingly passed legislation that would expand the tax benefits for retirement accounts to bolster the savings of Americans.

Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.

New rules from the IRS around required minimum distributions address changes from the SECURE Act.

The bull market has made many wealthy clients overweight in single stocks. Here’s what they can do to diversify their retirement nest eggs and cut taxes.

The unit that checks employee benefit plans for compliance with various requirements scored dramatically lower on its quality reviews in recent years, according to a new report.

Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.

Inflation and higher wages can push earners up a tax bracket, while unchanged deductions can spark bigger tax bills.