Buried deep in the tax code sits a rule that could save a retiring employee with appreciated company stock a six-figure tax bill, and most financial advisors never bring it up until after it is too ...

Congress quietly carved a retirement loophole for a specific list of job titles that lets certain workers raid their 401(k) a ...

Form 1099-R is an IRS tax form used to report distributions from annuities, profit-sharing plans, retirement plans, or ...

Learn how 1035 exchanges allow tax-free transfers between annuities, life insurance, or endowments. Understand rules, ...

If you must report distributions from a variety of retirement plans, investments, and accounts, the IRS has given you a bit of a head start. How? The IRS has issued the 2026 instructions for Forms ...

It’s tax time, and talk of budget reconciliation is in the air on Capitol Hill. There is no better time than now to tackle one of the more bizarre features of our tax code: a phantom capital gains tax ...

The SECURE Act 2.0 significantly changed the retirement planning landscape—creating both new options and new complications. One often-overlooked change involves a new rule that allows employees to ...

A little-known SECURE 2.0 rule means your employer’s Roth match generates a 1099-R, even if you never took a dime out of the plan.

Many clients consider multiple strategies for their charitable giving, but one underappreciated strategy might minimize income tax and maximize value for public charities. A qualified charitable ...

For a growing number of American retirees, the goal of eliminating or drastically reducing their federal tax bill isn't a pipe dream - it's a real outcome made possible by one of the most underused ...

Certain payments constituting income require the payor to prepare, furnish, and file certain information statements and returns, both to the payee and to IRS, even when the payor is not the taxpayer ...

As is the case every year, we’re hearing from lots of folks confused about when to send a 1099 form or other “information returns” to someone. It is true that over time, these forms have continued to ...