Retirement

The presidential candidate released a plan Thursday to expand Social Security benefits by $200 per month with a payroll tax increase on incomes above $250,000.

The senator is taking a slightly different approach to targeting the same non-wage income as proposals from Democratic presidential hopefuls.

An IRS revenue ruling explains what happens when a distribution check from a qualified plan isn’t cashed.

Economic indicators increasingly point to a potential downturn.

The Trump administration is mulling the possibility of temporarily cutting Social Security and Medicare taxes as a way to spur the economy.

New tax legislation is passing through Congress aimed at addressing several retirement issues.

Churn of the rich; the rise of AI; collection time; and other highlights from our favorite tax bloggers.

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.

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.