Benefits

Professional financial advice can help eliminate the gender gap in retirement confidence, according to a TIAA-CREF survey released today.

Once the Tax Court ruled against a taxpayer in a controversial interpretation of the “once-a-year” rollover rule for IRAs, the IRS was only too willing and eager to jump on the bandwagon. But at least it delayed enforcement of the ruling until January 1, 2015. Now, under new guidance just issued by the IRS, procrastinators […]

Now that the dust has settled from the mid-term elections – with the Republican party firmly in control of both houses of Congress – what are the prospects for comprehensive tax reform? Not as favorable as you might think. Although the GOP hopes to break

A recent survey by Wells Fargo found that 22 percent of Americans in the middle class would rather die early than not have the means to live comfortably through their retirement years.

Thomson Reuters has released a free special report, Record Retention Requirements for Health & Welfare Benefits, to accompany its publication of a second edition book on the topic.

A new report focuses on three key tax and financial planning opportunities tax practitioners can provide for their baby boomer clients who are approaching retirement and planning for their children’s and grandchildren’s college costs.

If you haven’t converted a traditional IRA to a Roth by now, you’re probably never going to do it…right? That’s not necessarily true. In fact, some of your clients who have been sitting on the fence for awhile may be convinced to finally take the leap ...

Intuit is introducing three new programs aimed to make tax professionals more profitable with incentives up to $25 per return, free software offers and a free service to find new clients.