Key Findings Introduction Republicans have expressed interest in repealing elements of the 2022 Inflation Reduction Act (IRA) ...

Furthermore, the TCJA put a $10,000 cap on the state and local tax (SALT) deduction. If the cap is retained once the TCJA ...

If a participant rolls over ineligible amounts to their IRA, it could create an excess contribution. Excess contributions ...

Social Security, retirement accounts, taxable accounts and pensions all have different tax implications. When you start ...

It’s no secret that annuities play a pivotal role in retirement planning, providing a steady income. Despite certain tax ...

Or, you could sell the stock within the Roth and redeploy the funds to something you think will do better. You won't be able to take any loss for tax purposes, but you could stop the bleeding. If you ...

Avoiding the variety of mistakes that can occur during a retirement account rollover requires careful consideration.

Can I withdraw my 401(k) if I get laid off? Learn your options, tax penalties and strategies to manage your retirement ...

Contributions to a Roth IRA can be withdrawn penalty-free to open a 529 plan. 529 plans allow contributions to grow tax-free ...

And as long as you’re at least 59½ and you’ve owned your Roth IRA for five years or more, you can take tax- and penalty-free Roth withdrawals of Roth IRA earnings, too. If you qualify for an ...

Anyone with a pretax IRA should "strongly consider" a yearly partial Roth conversion, said Scanlon, who is also a certified ...

These distributions can have significant practical, financial, and tax implications ... a traditional SEP, SIMPLE IRA, or a workplace 403(b) or 457(b) plan. Do Roth IRAs have RMDs?