Retirement

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.

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.

The bipartisan legislation will provide more retirement planning options for accountants to advise small business clients about, while also fixing a glitch in the Tax Cuts and Jobs Act that imposed the kiddie tax on children of deceased service members.