Retirement

Infrastructure fantasies; trouble with the U.S.-Malta Treaty; the future of contactless prep; and other highlights from our favorite tax bloggers.

Most small firm owners who are considering retirement are not familiar with how selling a practice works and how to get started.

A tough season has some preparers considering taking down their shingle, but many still plan to hang on.

For accountants and tax professionals working with clients age 50 and older, there are certain tax perks to recommend that could help boost savings for the future.

Pulling the costs directly out of clients’ IRAs can blunt the sting, but it shrinks the pot of tax-deferred retirement assets.

Affluent clients can use wealth and retirement strategies to blunt the impact of the administration’s proposals, which include a higher capital gains rate.

The Ways and Means Committee approved bipartisan legislation Wednesday to expand automatic enrollment, among other things.

Mandatory retirement age policies at the major firms don't need to be the end of a successful career.

Virtually all tax advisors have accepted the inevitability of taxes increasing. The only open questions seem to be when and how high.

Concerned that tax rates and IRS bills may rise under Biden, wary advisors note that Roth plans are not just for younger investors.