The IRS on Jan. 15 issued two updated safe harbor explanations that plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover ...

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

Plus: Tax refunds, filing for free, car loan interest, Britney Spears goes to Tax Court, snowbirds suffer a defeat, Taxes ...

Some pay a good, sustainable yield and even grow their payouts over time. But others only pay nominal dividends of just a ...

Big updates to tax laws are coming this year, affecting everything from deductions to funding for retirement accounts. With ...

Despite a spot of volatility here and there, most investors will be smiling when they see their year-end investment statements for 2025. International stocks soared for much of the year, and non-US ...

The House advanced a GOP health care bill Wednesday, even as moderate Republicans signed a Democratic discharge petition to extend the Affordable Care Act subsidies in an act of defiance against ...

If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...

Discover how to avoid costly mistakes with traditional IRAs and maximize your retirement savings with these expert tips on ...

The Trump administration has frozen funds for programs including child-care subsidies and cash assistance and job training ...