As tax rates are expected to rise and the federal deficit reaches historic highs, many Americans approaching retirement are ...

When the IRS first put out Publication 590-B in 2021 for the 2020 tax year, it offered an example that implied someone (a non-exempt beneficiary) who was subject to the new 10-year rule had to make an ...

Discover if you can deduct IRA contributions based on your participation in employer-sponsored plans, filing status, and MAGI. Learn the rules you need to know.

Discover the benefits and drawbacks of using your 401(k) to pay off your mortgage, including tax implications, retirement savings impact, and interest savings.