Benefits August 19, 2026
Column: Collecting Social Security on Your Ex
For example, if you're an ex-spouse, you can legally collect on your former spouse's record if you meet certain conditions.
December 10, 2014
New Affordable Care Act Dashboard Helps Navigate Employer Mandate
Beginning Jan. 1, 2015, the ACA’s employer mandate will require employers to begin collecting and organizing data for submission to meet the mandatory requirements of offering affordable insurance that meets minimum essential value.
December 9, 2014
Are Your Clients Ready for the 2015 Retirement Account Changes?
The New Year is right around the corner, and it’s bringing with it some important changes to the retirement programs that countless Americans depend on. So whether you’re living out your retirement dreams now, or planning for your retirement future, ...
December 1, 2014
3 Essential Retirement Tips
Wow, what an amazing market ride over the last few years! Running on tracks laid by an unprecedented Federal Reserve monetary easing program, the market has once again run to new all-time highs and appears to still have some steam. Or does it?
November 25, 2014
GAO Weighs in on Mega IRA Controversy
Mega IRAs – the moniker given to retirement saving accounts with over-inflated values -- have become a popular target of critics and a potential revenue source for a cash-strapped Treasury Department. Now a new report by the Government Accountability ...
November 20, 2014
The Top 5 Professional Liability Issues CPAs Need to Watch in 2015
One way to help avoid a professional liability claim is to be aware of the evolving exposures within the profession. The following is a list of five top areas of concern for CPAs in 2015.
November 18, 2014
5 Year-End Retirement Planning Tips
Holiday shopping. Turkey cooking. Family entertaining. November and December are very busy (and stressful) months. But if you’re one of the countless Americans with an IRA or 401(k), there are some critical items that ought to be on your to-do list ...
November 18, 2014
Aloha! Hawaii Named Best State for Retirement, Alaska Takes Last Place
Aloha! Whether arriving or leaving, Hawaii is the best U.S. state for retirees in 2014, according to a new study.
November 13, 2014
Advice Helps Women Feel More Secure of Retirement Savings
Professional financial advice can help eliminate the gender gap in retirement confidence, according to a TIAA-CREF survey released today.
November 12, 2014
IRS Grants Taxpayers More Leeway on IRA Rollovers
Once the Tax Court ruled against a taxpayer in a controversial interpretation of the “once-a-year” rollover rule for IRAs, the IRS was only too willing and eager to jump on the bandwagon. But at least it delayed enforcement of the ruling until January 1, 2015. Now, under new guidance just issued by the IRS, procrastinators...…
November 5, 2014
What the 2014 Elections Mean for Business Tax Legislation
Now that the dust has settled from the mid-term elections – with the Republican party firmly in control of both houses of Congress – what are the prospects for comprehensive tax reform? Not as favorable as you might think. Although the GOP hopes to break
November 5, 2014
What to Do if You Haven’t Saved Enough for Retirement
A recent survey by Wells Fargo found that 22 percent of Americans in the middle class would rather die early than not have the means to live comfortably through their retirement years.
November 4, 2014
Report Details Record Retention Requirements for Health and Welfare Benefits
Thomson Reuters has released a free special report, Record Retention Requirements for Health & Welfare Benefits, to accompany its publication of a second edition book on the topic.