IRS

Retirement location "matters just as much to your tax bill as what you have,” an expert says.

The tax plan would make itemized deductions less valuable so some seniors would lose a deduction that covers payments for nursing homes, assisted living or inpatient hospital care.

Clients can enjoy their later years without the worries of work, but will also lose the additional earnings.

Taxpayers face a penalty known as an individual shared responsibility payment if they do not comply, IRS says.

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

Clients could save significant money when they need it most.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Clients could face a 100% penalty of taxes owed for filing late.

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

These funds can affordably provide clients with REIT exposure.

Early withdrawals from employer-sponsored plans can derail retirement, but may be necessary.

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

IRA balances are up, and so are divorces, particularly among baby boomers. These so-called gray divorces have roughly doubled over the past 25 years, according to the Pew Research Center.

The Internal Revenue Service granted additional relief to victims of Hurricane Harvey on Wednesday by making it easier for 401(k)s and other employer-sponsored retirement plans to give loans and hardship distributions to aid victims.

The agency will allow some Texas residents to file certain individual and business tax returns and make some tax payments as late as Jan. 31.

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

Certain laws may require them to maintain the coverage with their former spouse.

Wealthy people in their 80s have the highest average net worth of any age bracket, according to the agency's study.

What clients don’t know could cost them hundreds of thousands of dollars.