Retirement

People want to know if there is anything that can be done for pre-retirement medical expenses. The answer is yes.

It’s not too late to cut down clients' tax liability before the end of the year.

More than 67 million people will receive larger benefits next year, thanks to the inflation rate.

House Republicans unveiled a broad outline on Tuesday for their next phase of tax code changes, which steered clear of correcting technical mistakes from last year’s overhaul.

Republicans are promising Tax Reform 2.0, but only a few measures may get approved.

Accountants have a new way to gain the PFS credential, and non-CPAs can get educated too.

The first step may be getting them to figure out what retiring means to them, a panel of CPA financial planners says.

Workers are forced to draw on their 401(k) retirement savings for more immediate needs, according to a new survey by PwC.

Marjorie Jones trusted the man who called to tell her she’d won a sweepstakes prize, saying she could collect the winnings once she paid the taxes and fees.

Never assume that the client understands or knows what you are talking about.

The Internal Revenue Service recently reduced a user fee, modified its policy on issuing opinion and advisory letters, and changed the pre-approved program for cash balance plans.

If your business clients want to reward employees for their loyal service after a five-, 10- or 20-year period and keep them around for longer, a deferred compensation plan can work well.

What happens after busy season is pretty much under your control.

A provider of cloud-based tax and financial planning services recently made its proprietary technology available to independent advisors, accountants and tax professionals.

Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.

The Internal Revenue Service said Tuesday that the Tax Cuts and Jobs Act of 2017 won’t affect the tax year 2018 dollar limitations for retirement plans the IRS had announced last year.

The federal tax overhaul put in place by Republicans has produced an unusual show of bipartisanship now that tax season is here: We are a nation united in befuddlement.

The first few months of 2018 are a critical time for tax, legal and accounting advisors to speak with business clients regarding how the new tax law will affect their cash flow.

President Donald Trump is trying out a new campaign slogan: “How’s your 401(k) doing?” The answer for more than half of Americans is that they don’t have one.