Did you get a distribution of $10 or more from your retirement, pension or annuity accounts? Or maybe you made contributions into a traditional, Roth, SEP or SIMPLE IRA in the preceding year. Perhaps ...

Retirement is a journey, and managing its financial aspects shouldn't be a maze. Enter Form 1099-R, a key document that often puzzles many at tax time. This guide is not just about decoding a tax form ...

There are currently 41 states and Washington, D.C. that do not tax Social Security benefits. The remaining nine states that do are: Colorado, Connecticut, Minnesota, Montana, New Mexico, Rhode Island, ...

Retirement plan sponsors need to utilize updated Form W-4P (for periodic pension and annuity payments) and new Form W-4R (for nonperiodic payments and eligible rollover distributions) for income tax ...

As background, changes made by the Tax Cuts and Jobs Act in 2017 required the IRS to revise the withholding tables and develop new forms to use to withhold taxes from periodic payments. As we near the ...