Retirement

Aging clients require a different set of eyes.

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

It’s a good time to be opportunistic about your firm’s future — and to poke these embers in a meaningful way.

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

Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.

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.

The Internal Revenue Service and the Treasury Department issued proposed regulations Wednesday to update the income tax withholding rules for periodic retirement and annuity payments made after Dec. 31, 2020.

Pandemic-induced market volatility and warnings from Wall Street that tax rates are bound to rise have more Americans preparing to move money from traditional individual retirement accounts into Roth IRAs.

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.

A big cut in the payroll tax is high on President Donald Trump’s wish list for the next coronavirus response bill, but the idea is getting the brushoff from newly cost-conscious Republicans and Democrats who would rather send aid to people who aren’t getting a paycheck.

The Internal Revenue Service is urging some benefits recipients to register their children and other dependents for the extra $500 per child stimulus payments by May 5 if they haven’t already filed a tax return for 2018 or 2019.

Recipients of Social Security benefits, as well as railroad retirement and veterans benefits recipients, will need to act fast.

People who receive Supplemental Security Income will automatically get economic impact payments from the federal government in response to the novel coronavirus pandemic.

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

Even before the start of the coronavirus pandemic, the federal government was facing dire financial conditions, with its overall financial condition worsening by $8.16 trillion in 2019, according to a new analysis.

Republican staff on the Senate Finance Committee have released a set of answers to frequently asked questions about the stimulus payments.

The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.

The law to boost retirement planning has tax consequences.

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.