Retirement & Tax-Advantaged Accounts

1099-R Code JP: Reporting, Prior-Year Amendment, and 10% Penalty

401(k) Contributions on Your W-2: Box 12 Codes, 2026 Limits, and Box 13

Is Non-Discrimination Testing Required for Your Plan?

Legacy IRA QCD: Eligibility, Beneficiaries, and Reporting

Double Inherited IRA Rules: RMDs and the 10-Year Rule

Roth IRA Contribution Penalty: 6% Tax, Fixes, and Form 5329

Is Disability Retirement Taxable? VA, SSDI, and FERS Rules

What Are the Distribution Rules for a Defined Benefit Plan?

Where to Find Tax-Deferred Pension on Form 1040

Solo 401(k) Contribution Deadlines and Limits