Retirement benefits

Alyssa Place
February 23, 2021 10:12 AM

Texas, Rhode Island and New York all made WalletHub’s list of worst states for retirement. Is your state on the list?

1 Min Read
Sign in front of IRS building in Washington, D.C.
Jeff Stimpson
June 23, 2020 5:07 PM

The IRS offers guidance in Notice 2020-51 on the rollover period, which has been extended to Aug. 31.

1 Min Read
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IRS
Michael Cohn
June 19, 2020 11:51 AM

The Internal Revenue Service provided guidance on expanded eligibility and more.

3 Min Read
Sign in front of IRS building in Washington, D.C.
IRS
Michael Cohn
June 3, 2020 3:20 PM

The Internal Revenue Service is giving retirement plan participants and beneficiaries some added flexibility during the COVID-19 pandemic to remotely sign or have their retirement plan elections notarized.

2 Min Read
AT-051420-Coronavirus Biggest Impact on accountants GRAPH
Dom Esposito
June 2, 2020 11:30 AM

After employee pay and rent, partner deferred compensation retirement benefit plans usually are the third largest expense on a firm’s income statement.

3 Min Read
A medical worker wearing protective gear walks by a Fire Department of New York (FDNY) ambulance outside the emergency room at Montefiore Hospital in the Bronx borough of New York, U.S., on Thursday, April 2, 2020. In four months, the new coronavirus infected more than 1 million people and killed more than 51,000. The U.S. accounts for a quarter of the cases. Photographer: David Dee Delgado/Bloomberg
Henry Montag
May 20, 2020 2:21 PM

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

8 Min Read
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Shaun Hunley
May 12, 2020 1:40 PM

In the wake of a global pandemic, everything is being re-thought.

3 Min Read
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Spencer Williams
April 27, 2020 5:39 AM

Under the new act, some can take out as much as $100,000 from retirement plans early without penalty.

3 Min Read
10 ways to help clients during coronavirus COVID-19 pandemic
Jeffrey Levine
April 1, 2020 2:03 PM

From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.

19 Min Read
Ed Slott
By Ed Slott
March 27, 2020 10:55 AM

The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.

6 Min Read