Retirement & Tax-Advantaged Accounts

1099-R Account Number: What the Field Means and When It’s Blank

OPEB Trust Fund: Structure, Tax Options, and Funding Rules

1099-R Distribution Code 7: Reporting, Withholding, and Fixes

Mandatory Withholding on 401(k) Distributions: The 20% Rollover Rule

What Is the Claim or Identification Number on Form W-4V?

Does the Federal Government Tax Pension Income?

S Corp SEP IRA Contribution Limits: W-2 Wages, Caps, and Deadlines

IRS 417(e) Rates: Segments, Mortality, and Lookback Timing

Does the Federal Government Tax Military Retirement?

Spousal Rollover Rules: Inherited IRA Options and RMDs