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 ...

When it comes to your retirement accounts, do you know who your beneficiaries are? These types of accounts have complex distribution rules and significant tax implications for those who inherit them.

Retirement planning is a long game that requires consistent saving and intentional investing — and a working knowledge and understanding of your federal benefits. Wherever you are on your retirement ...

Teachers, police, and firefighters unite against legislative proposals they say threaten promised benefits and collective ...

“Experience is the worst teacher. It always gives the test first and the instruction afterward.” This is a quote by Vern Law who played 16 seasons pitching for the Pittsburgh Pirates baseball team.

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 accounts often represent a substantial portion of a client's estate, yet the beneficiary designation forms that control their distribution are too often treated as an afterthought. Estate ...