Retirement

Saying 'yes' too much; M&A mania; partners' income spread; and other highlights from our favorite tax bloggers.

Do you have three buckets handy?

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.

Your clients have worked long and hard their entire adult lives to secure a comfortable retirement, so make certain they don't make one of the most common mistakes as they contemplate their options.

Heirs and their financial advisors should start figuring out how to minimize the tax impact of the end of the so-called stretch strategy, experts said.

Here are some ways to build your wealth outside your practice.

Many plan participants told the U.S. Government Accountability Office they didn't understand their four main options — or the potential tax consequences.

Clients need to start planning for what happens after the day they stop working, says John Napolitano.

Here's a smart way to add long-lasting value to your client relationships.

There's a new method of counting defined contribution retirement plan participants that can make a big difference for clients.

They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.

IRS errors; hiring your kids; investment fund audits; and other highlights from our favorite tax bloggers.

Financial leaders need to set clear goals and timelines, explore ownership transfer options and conduct a comprehensive business valuation.

Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.

An overwhelming 77% of voters in the seven states that will decide the 2024 presidential election like the idea of a billionaires tax to bolster Social Security shortfalls.

There's an inherent conflict between wanting the best deal when you exit your firm, and wanting the best arrangement during the time you are working.

Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.

Assessing your fees; partner comp; how to spend money; and other highlights from our favorite tax bloggers.

The IRS and Labor Department issued guidance on the new savings vehicles, but financial advisors and other wealth management professionals have questions.

The American Institute of CPAs is asking to modify the guidance on catch-up contributions in the wake of the SECURE 2.0 Act of 2022.