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

Withdrawing your 401(k) early may offer a way out of a tricky financial situation, but early withdrawals generally come with consequences too. Discover More: 4 Unusual Ways To Make Extra Money ...

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 ...

Retirement account withdrawals and earnings from a job may not be the only taxable income you have, either. The federal ...

The average rate of return on 401(k) plans is typically 5-8% per year. Learn what impacts returns and how to grow your ...

Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions on our website or click to take an action on their website ...

The IRS gets copies of all the 1099s and W-2s you receive. This includes the 1099-R (reporting payouts from retirement plans, ...

Choosing the wrong account for your retirement savings can really cost you. Find out why a Roth IRA might be your best option ...

Social Security plays a big role in your retirement planning -- but you shouldn't bank on it. Here's what to do instead.