The extension gives individuals and many businesses 90 extra days to send checks to the government
Critical services still available over the phone and online
Roth conversions can help reduce clients' health care costs and taxes, given the impact that required minimum distributions can have on Medicare premiums
In a speech Wednesday, the president said he would pressure Congress to suspend Social Security and Medicare taxes for the rest of the year
Democrats focus on paid sick leave; experts say fluid situation may change
That deadline is cited in the tax code, but the agency regularly makes exceptions, especially for victims of natural disasters
Survey of those nearing retirement shows many would opt to work longer
5 reasons why the elimination of the stretch IRA is not the end of the world
Presidential candidate to introduce measure that stops execs from delaying paying taxes on stock options and deferred compensation
Widows and widowers have multiple claiming options
The Insured Retirement Institute wants mandatory retirement plan coverage for most businesses, but similar legislation has been floated in the past
The organization's efforts range from state fiduciary measures to the SEC's proposed changes to its advertising rules
Some say it’s a smart way for government to raise revenue; others say it penalizes investors
The ages and individual earning histories of the spouses will determine the best approach
A possible workaround based on old IRS regulations and case law would let investors include fees for third-party advice in the asset's purchase cost
The SECURE Act's 10-year window will cause many beneficiaries to spend rather than save, panelists said in an InvestmentNews webcast
Fund giant says 74% of grants went to a charity the donor had previously supported
Capitol Hill Democrats are set to resist the spending proposal; the SEC requests a budget bump
Schedule K-1 forms won't arrive in time for tax season for investors in GPB Automotive Portfolio, one of the company's two largest funds
The top issues that groups targeted for Capitol Hill influence were the SECURE Act and a financial transactions tax
