Employee benefits

Firms are on the hunt for new talent, and they are upping their offerings to find and keep it.

New guidance shows how employees and employers can carry over unused money from flexible spending accounts and dependent care assistance programs.

Despite early withdrawals, U.S. employees managed to save more for retirement last year.

Your clients may have heard conflicting advice — they must change their IRA beneficiaries, spend down their IRA as soon as possible, dismantle their trust, or immediately convert their traditional IRA to a Roth IRA, Sophia Duffy writes.

Experts have identified a dozen credits, deductions and more as worth particular attention this year.

The simplest method involves having one traditional IRA and one Roth IRA, making one annual non-deductible contribution to the traditional IRA, and converting it before any gains or interest accrues.

Three provisions in the far-reaching law “make it likely that annuities will become more prevalent in company plans,” one expert says.

Some advisory firms have already started narrowing their lists of funds considered eligible for retirement plans based on Trump’s decision to overhaul ERISA.

University tuition is one of the top planning priorities of financial advisors’ clients, and a new book wants to help guide readers on how to pay for it.

After a waiver, required minimum distributions from certain retirement accounts — including traditional IRAs and 401(k)s —return for 2021.

The combination of wealth management with supporting sectors attracted investors to two major deals.

Private collection agencies that have contracted with the Internal Revenue Service to collect overdue tax debts have collected nearly $500 million since 2017, according to a new report, but that’s just a fraction of the over $30 billion owed.

In the first wave of cases under the regulator’s self-reporting initiative, it garnered more than $2.7 million in payments of restitution plus interest.

A deep dive into all the critical questions, strategies and tax planning moves for clients and their university-bound children.

The latest deal by a wealth manager for an employee services firm enables the Raymond James Private Client Group to expand its reach.

The one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.

Coronavirus has accelerated trends in advisor compensation as firms move to an ensemble model and enhance their benefits packages.

The wealth management firm says the pandemic has proven how invaluable the benefit is for retaining talent.

For some, estimated tax payments are a non-issue. Others may earn all of their income from sources that don’t withhold amounts for federal income taxes.

In unique circumstances, contribution limits to a Roth IRA do not apply. Here’s why.