Retirement

The Internal Revenue Service has issued guidance on whether payments from a qualified retirement plan during a phased retirement are considered an annuity.

Two new surveys highlight the differing financial situations of older and younger adults.

Last month, the U.S. Department of Labor issued the final fiduciary rule, which significantly affects advisors who render investment advice to Individual Retirement Account owners.

The Internal Revenue Service has released final regulations for disbursements from Roth individual retirement accounts, removing the allocation rule for disbursements from designated Roth accounts to multiple destinations.

Many Individual Retirement Account holders die without having consumed the account balances; therefore, beneficiaries will be entitled to the balance.

Financial stress rates for U.S. workers are among the highest they have been over the last five years, as workers contend with greater financial burdens and debt, according to a new survey by PricewaterhouseCoopers.

The Labor Department finalized an amended version of its fiduciary rule, providing wealth management firms a lengthier timeline for implementation as well as more relaxed requirements for the best interest contract exemption.

Joe DeSilva of ADP explains how accountants can help their small business clients set up a retirement plan, in an interview with Dan Hood of Accounting Today.

Many forward-thinking companies are giving their employees access to financial wellness services to help them make sense of their finances.

The American Institute of CPAs is asking the Treasury Department to provide tax relief to the cross-border savings accounts of U.S. and Canadian citizens.