Respondents to a new AICPA survey most often cited health care costs as a cause of anxiety about their finances in retirement.
A taxpayer's IRA distributions result in additional gross income, an early withdrawal penalty, and an accuracy-related penalty.
A home should be an important factor in helping clients determine retirement readiness as well as a place to put down roots.
How much do you know about Social Security? Find out in this five-question quiz.
Clients are often reluctant to discuss the vital topic of long-term care. Here’s a guide to lead you through what is often a difficult conversation.
This column offers ideas and describes what’s involved in helping clients make a well-informed choice.
This column offers seven ways finance departments can boost employee participation and investment in 401(k) plans.
CPA financial planners report that their clients’ greatest fear about retirement is running out of money, an AICPA survey finds.
Today senior citizens can choose from a variety of living arrangements.
Student loan arrangements can have unforeseen, long-lasting implications for a family’s financial future.
With thoughtful planning, the shift into retirement can be relatively smooth and even exciting.
These versatile accounts belong in every adviser’s retirement strategy toolkit.
When clients wait too long to plan, they can find themselves scrambling to pay unexpected bills.
Transfers under a subcontracting agreement to a C corporation held by a taxpayer's Roth IRA were excess contributions to the IRA.
Channeling money into a retirement fund in your 20s and 30s can pay big dividends when it’s time to stop working. But a new AICPA poll finds student loan debt is increasingly weighing on adults in the United States.
As the many Baby Boomers who own family businesses contemplate retirement, CPA advisers will increasingly be called upon to help them craft exit strategies.
The latest federal budget law restricts the use of the file-and-suspend and lump-sum options.
The popular “file and suspend” Social Security planning technique is going away.
The government promotes new low-risk Roth IRA accounts for people lacking other retirement savings options.
Exceptions to the 10% tax for early withdrawals from retirement plans help clients save more for retirement while giving them access to much-needed cash for expenses such as home purchases, medical bills, college tuition, and others.