House Republicans rolled out a tax-reform plan on Friday that would reduce the number of individual rates to three and eliminate many deductions.
Most of the loans' issues have been solved, or at least ameliorated.
Earnings test complicates choice between retirement and survivor benefits.
High-income retirees could see net benefits decline next year if Medicare premiums rise.
IRA basis is required to be tracked on IRS Form 8606 “Nondeductible IRAs,” which is filed with a client's tax return.
If your clients have any involvement in offshore holdings, now is the time to double check their status and make sure everything is filed before June 30.
Choosing between a traditional and Roth 401(k) is essentially a bet on how your clients' future income tax rates will compare to their current rate.
Plus, one of the biggest shocks to current retirees is the cost of health care, according to a new survey.
Who gets which benefits when? It depends.
Incidents of online thieves taking control of tax preparers' computers and client information are rising.
Financial wellness is one of the hottest topics in the retirement industry today and at top of mind for many plan sponsors.
Exclusion for qualified stock will be a big draw for investors to reconsider C corps.
Answers are related to an individual's current and expected future tax circumstances.
Your clients could be under saving for their real retirement income needs.
A complicated process to value the music icon's estate hinges on future royalties.
Changing economy and job market stem from greater use of technology, he says.
Saying the U.S. faces a $199 trillion 'fiscal gap,' professor wants to apply the principles of economics to fix what ails the country.
The average, healthy 65-year-old couple who wants to retire probably has larger health care costs than you think.
Plus: Measuring Jim Cramer's performance, personal finance myths, and Social Security misconceptions