Retirement & Tax-Advantaged Accounts

IRS Publication 575: Pension and Annuity Income, Rollovers, RMDs

Line 5a on Form 1040: 1099-R Boxes, Rollovers, and Errors

How Is Interest Taxed in a Nonqualified Annuity?

Final Cash Balance Regulations: Interest Crediting and Conversions

Inherited 457(b) Rules: Governmental vs. Non-Governmental Payouts

Can IRA Distributions Go Directly to Charity Tax-Free?

1099-R Code J: Roth IRA Early Withdrawal, Tax, and Penalty

Can You Deduct IRA Contributions If You Have a 401k?

Corrective Distributions: Causes, Taxes, and 1099-R Codes

What Happens to a 529 If the Child Dies?