Retirement

Fifty-six percent of workers plan to work past age 65 and 54 percent said they plan to continue working after they retire, according to a recent survey.

The New York State Society of CPAs has written to the Internal Revenue Service asking for a simplified method of electing deferral of U.S. taxation on Canadian Registered Retirement Savings Plans.

Employees are becoming more proactive and less reactive with respect to their finances, particularly with retirement planning, according to a new survey.

The Social Security Administration is providing an online version of taxpayers’ Social Security statements.

A new study suggests that taxpayers may be willing to accept a larger share of the larger share of the burden required to reform the Social Security system as their concern about the future sustainability of the Social Security worsens, but only when there are high levels of concern.

The financial and retirement confidence of working American adults is eroding, according to a new survey by PricewaterhouseCoopers.

The House Ways and Means Committee held a hearing Tuesday on tax reform and tax-favored retirement accounts as it sought to find ways to use tax policy to encourage more Americans to save for retirement.

Bank of America has introduced a 401(k) retirement plan for small businesses through its Merrill Edge unit.

More Americans are feeling optimistic about their retirement savings, according to a new survey.

The confidence of Americans in their ability to afford a comfortable retirement remains at historically low levels, according to a new survey.

The odds of being single at some point during retirement are high and present unique challenges for both “ever single” retirees who never married and for those who become “suddenly single” in retirement due to divorce or death of a spouse.

CONFIDENCE EBBS ON RETIREMENT PLANNING

Millions of small business owners are unprepared for retirement, with a third of the women and a quarter of the men in a new survey having no estimate of how much they will need when they retire.

More than half of small businesses may not have optimal retirement plans, according to a new survey.

Wells Fargo is using Twitter to spread the word about saving for retirement.

Just over 50 percent of Americans anticipate they will receive a refund on either their federal or state income tax return this year, according to a new survey, and of those 63 percent said they plan to save or invest at least part of the money.

irs, retirement planning, treasury

The vast majority of executives responsible for 401(k) plans at their companies are feeling less confident that employees are financially prepared for retirement, according to a survey by Deloitte.

Baby Boomers nearing retirement age will have many factors to consider in choosing where to live in retirement, including state taxes, according to CCH tax experts.

Clarifying Form 1099-R would help the Internal Revenue Service identify more taxpayers who are underreporting their retirement income, according to a new report.