GAO

Many plan participants told the U.S. Government Accountability Office they didn't understand their four main options — or the potential tax consequences.

The Internal Revenue Service is turning to artificial intelligence to help select tax returns to audit and narrow the tax gap, but it needs to use this new technology consistently and transparently, according to a new government report.

The products carry more risk and subtleties than the underlying notion of a simple 'glide path' to retirement.

The Internal Revenue Service doesn't collect data on taxpayers' race or ethnicity, but some of its methods could lead to disparities in its audit rate.

Thanks to the lower threshold, the service expects to receive about 44 million 1099-Ks in 2024, up from about 14 million.

Teachers and certain other public, healthcare or nonprofit workers are paying high costs for their retirement plans, according to industry critics.

As technology and diversity take center stage, firms are using new strategies to attract women.

A Senate bill would provide liability protections for advisors who report suspected abuse of senior clients.

Clients who make these prohibited transactions can face devastating penalties.

The decision vindicates ex-broker Johnny Burris, but also supports the move to fire him. However, a bank document obtained by Financial Planning casts doubts on the reason for his termination.