Retirement

House conservatives proposed raising the retirement age to collect Social Security, handing Democrats damaging political ammunition ahead of the 2024 election.

More than anything else, that may prove a decisive element in ending the partisan standoff.

Audits on the rise; law vs. accounting; your summer hours' note; and other highlights from our favorite tax bloggers.

Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.

Some practitioners are advising clients to take advantage of Roth IRA conversions, but to tread carefully with the latest advances in artificial intelligence, as tax season nears an end.

From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.

Americans pay billions of dollars in taxes each year when draining their retirement plans as they change jobs. The "leakage" doesn't bode well for long-term savings, data shows.

Local firm WTF CPAs announced on April Fool's Day that partners will have to stay an additional 23 years.

Contributions to 401(k)s and IRAs now can reduce your 2022 taxes soon due this filing season. Here's what advisors, many of whom can themselves benefit, need to know.

Affluent investors typically have more complicated financial lives and more ways to get things wrong when filing federal tax returns in 2023.