When filing taxes, it’s important to make sure you’re reporting all of your income correctly. That includes making note of early distributions from qualified retirement plans or other tax-favored ...

It’s tempting to reach for the trash can or the shredder with a stack of old retirement account documents, but you and your heirs could be in for trouble. The beneficiary form you fill out when you ...

Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

Saving for retirement can take your entire career, but when it comes time to retire, you want to make sure your savings work as hard as they can for you. With tax-favored accounts like IRAs, 401(k)s, ...

The IRS has issued a new "forever" form for taxpayers who took early distributions related to COVID-19 from their qualified retirement accounts in 2020. "Form 8915-F is a forever form" and replaces ...