Retirement

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.

The U.S. House of Representatives approved legislation that relaxes the rules for retirement savers and corrects an unintended side-effect of the 2017 tax law that hit children of military members who died in combat with higher-than-expected tax bills.

As the U.S. retirement savings crisis continues to grow, legislators are taking steps to ensure all employees have access to formal retirement savings programs.

The bipartisan legislation aims to expand retirement savings by offering more tax incentives to individuals and small businesses.

The Internal Revenue Service has issued final regulations upping user fees on enrolled agents and enrolled retirement plan agents.

The Internal Revenue Service has decided to once again expand a program that allows retirement plans to receive determination letters after announcing four years ago it was curtailing the program.

Three bills that would make major change have already emerged from the Ways & Means Committee.

When partners retire, maintaining client relationships and providing clear expectations are important building blocks for a firm’s sustained success.

The House Ways and Means Committee voted to approve legislation that would relax the rules for those saving for retirement.

The Internal Revenue Service isn’t doing enough to flag over $74 million in potentially erroneous claims for the Excess Social Security Tax Credit, according to a new report.

Tax pros share how they discuss preparing for the Golden Years with customers.

Renaissance Technologies, the giant hedge fund founded by billionaire Jim Simons, looks like it has created the premier individual retirement account.

Many business owners and entrepreneurs are looking to realize value from the companies they've created, but don't know how, says Anthony Glomski, who sees a major role for accountants in guiding these clients through a liquidity event.