Employee benefits

“The mindset has shifted in terms of how we need to be able to lead and support a virtual workforce,” says Edward Jones CHRO Kristin Johnson.

Nearly 72% of Americans opted to stay the course and stick to their investment plan during the crisis, a survey found.

By making the right moves, retirees can reduce their taxable income and owe less in capital gains taxes, an expert says.

The IRS is extending the claims period for health care flexible spending arrangements and dependent care assistance programs and enabling taxpayers to make mid-year changes to their accounts.

Though IRA conversions during a market correction may enable some clients to save on their taxes, the strategy is not recommended for everyone.

Those who feel they have inadequate savings may consider going back to work after the pandemic, even if it's on a part-time basis, according to an expert.

For clients fortunate enough to not need them, minimum distributions are not required this year in most — if not all — cases.

April brought the highest unemployment since the Great Depression. Some of these people are our clients.

The rule change is designed to have an impact in the fight against COVID-19 and applies only to donations made to charitable organizations, an expert says.

How will the relief package impact retirement accounts? CPA Ed Slott fields this and other top financial planning queries.