Retirement

Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.

John Napolitano discusses the issues that many retirees don't think of in advance.

Although the year is ending soon, it's not too late to implement some planning moves that can improve a client's tax situation for 2016 and beyond. This article reviews some actions that clients can take before December 31 to improve their overall tax picture.

Demystifying COLA and maximum earnings subject to tax increases.

Here's how clients can boost their returns before the president-elect enacts the reforms he's promised, and other items in our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

As the end of the year approaches, many of us are focused on taking advantage of tax break opportunities before another year begins.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

The chairman of the House Ways and Means Social Security Subcommittee, Rep. Sam Johnson, R-Texas, has introduced legislation to make changes in Social Security, including raising the retirement age.

In the aftermath of Donald Trump’s election, the American Institute of CPAs has drawn up a list of tax reform priorities for the incoming administration.

For wealthy Americans, the outcome of the 2016 election could be lucrative.

Grant Thornton has released a collection of Year-End Tax Guides for 2016. Here are 10 of the most important 2016 tax-planning considerations for individuals.

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about.

Clients in business for themselves face a host of challenges. How can you best advise clients who already have their hands full making a living on their own?

The Social Security Administration announced that benefits will increase 0.3 percent in 2017.

The perilous calculus associated with retirement

Thomson Reuters has introduced a certification program for practitioners who want to offer retirement planning services to their clients.

The top retirement concern cited by financial planning clients of CPAs is running out of money, according to a new survey by the American Institute of CPAs.

Ernst & Young has released the results of a new survey on financial wellness, indicating that many people have no idea how much they will need to retire.

The Internal Revenue Service has issued final regulations allowing pension recipients to split their benefits between both monthly annuity payments and a lump sum.