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 ...

A cheat sheet on contributing to, withdrawing from and converting 401(k)s, traditional IRAs, Roth IRAs and other funds.

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

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.

Trump's 2017 tax bill is up for renewal this year. Here's what it means for your taxes and how to take advantage of low taxes ...

A deduction cuts the income you're taxed on, which can mean a lower bill. A credit cuts your tax bill directly. Learn more about common tax breaks and how to claim them. Many, or all, of the ...

Retirement often feels far off for adults in their 30s and 40s, making it easy to put off saving. But once you hit your 50s, ...

Explore iTrustCapital, a low-cost crypto IRA platform for diversifying your retirement portfolio with crypto and precious metals.