Retirement September 30, 2026
History of Social Security COLAs
The predicted 2027 cost-of-living adjustment of 3.5% would rank 19th among the increases implemented since 1977, the first year Social Security began calculating the annual boost.
September 2, 2015
How to Make Retirement Planning Easier
While most survey participants find their 401(k) – a workplace savings plan that lets employees invest a portion of their paycheck before taxes are taken out – a crucial benefit, with nine in 10 calling it a “must have,” most do not seek professional ...
September 2, 2015
How to Avoid Hidden Retirement Investment Fees
Saving enough money for retirement can be a tricky proposition even under the best circumstances. But when some of those dollars are being siphoned away by hidden – and perhaps unnecessary – fees, then the path to a secure retirement becomes even more dif
September 1, 2015
IRS Watchdog Issues Review of Agency’s Tax Credit Claims
The IRS’s processing of tax returns that reported or claimed Premium Tax Credits (PTC) during the 2015 filing season was challenged by delays in receiving data from some Health Insurance Marketplaces (Exchanges), according to ...
August 28, 2015
The Top Regulatory Issues for Small Businesses
Here is a list of the top regulatory issues that impacted businesses this summer and will continue to have an effect in the year ahead, according to Paychex, a provider of payroll, human resource, insurance, and benefits ...
August 28, 2015
Report Predicts Danger Ahead on Health Care Insurance Cadillac Tax
The number of health plans affected by the Cadillac tax is projected to grow steadily in the future. Absent any changes, the Kaiser report shows that 30 percent of the plans could be liable for the tax five years after it kicks in and 42 percent ...
August 26, 2015
Health Savings Accounts (HSAs): A Win-Win-Win
HSAs were implemented in 2004 in the United States to provide a medical savings account for individuals who were enrolled in a high-deductible health plan, or HDHP. An HSA allows an individual to contribute amounts each calendar year to pay for ...
August 25, 2015
Free AICPA Webcast Gives Consumers Advice on Retirement Spending
Americans are living longer than ever. In fact, every day 10,000 baby boomers turn 65. Many of them will spend more than 20 years in retirement and must contend with unexpected events, such as the recent stock market downturn.
August 18, 2015
The Opportunities and Challenges of Cloud-Based HR Benefits Management
Cloud-based benefits management makes it easier to manage a variety of options, to adapt to changes in both benefit design and legislation, and serve as a customizable platform for each individual employee.
August 17, 2015
Who Controls Your Retirement Funds: You Or The Government?
People make a mistake when they feel as though they’ve lost control of their qualified retirement plans – they never had control in the first place, says retirement advisor Mark Cardoza.
August 13, 2015
What Every Tax Professional Needs to Know About Health Care Reform in 2015
Employees who are expected to be full-time workers (30 hours or more per week) must be offered insurance within 90 days of hire.
August 9, 2015
Some Retirees Find Fun in Part Time Jobs
What do school kids and retirees have in common during these dog days of summer? For many, it’s having lots of time and not knowing what to do with it.
July 30, 2015
How Hidden Investment Fees Can Upend Your Retirement Goals
Even small fees can have a major impact over time, which is why people need to be aware of what they are being charged, and whether other options exist that make for a better and smarter investment, says Casey B. Weade, a retirement-planning ...