I’m retired and lost all of my IRA contributions in a cryptocurrency scam that happened abroad last May. A wire transfer sent ...

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

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 ...

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

The 72(t) SEPP rule lets you tap a traditional IRA at any age with zero early withdrawal penalty by taking fixed annual payments. SEPP applies to traditional IRAs, Roth IRAs, SEP-IRAs, and rolled-over ...

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 ...

Your rising salary just locked you out of the Roth IRA, one of the most tax-advantaged retirement accounts in the federal code. For 2026, single filers earning above $168,000 and married couples above ...

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 Form 1099-R reported income you never actually received, and the IRS now expects you to pay taxes on it. You did not take a distribution from your retirement plan, and you did not roll anything over ...

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 ...