Retirement

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.

Senator Bernie Sanders is proposing hiking taxes on executive retirement plans and using the extra revenue to aid struggling worker pension plans.

How many clients have told you they can’t wait until they’re retired? Suppose you ask them point blank, “What does retirement look like to you?”

The Internal Revenue Service is giving financial institutions a break when it comes to notifying owners of individual retirement accounts about taking their required minimum distributions after a new law increased the age for taking RMDs from 70½ to 72.

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

There are a host of ways to make the most of the month ahead.

The executive director of the Association for Accounting Marketing is retiring at the end of the year for unspecified health reasons.

The Internal Revenue Service issued its annual inflation adjustments for retirement plans.

Guiding clients into and through retirement.

The Internal Revenue Service is cautioning taxpayers and tax professionals to beware of a new twist on an old scam.

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.