Retirement Accounts

Learn how Net Unrealized Appreciation (NUA) benefits employees with stock in a company and discover the tax implications and advantages.

Understand the importance of contingent beneficiaries in wills, insurance policies, and retirement accounts, and learn how to manage them effectively.

Learn how tax-deferred investments can help you maximize your retirement savings by delaying tax payments and growing your wealth.

Learn what after-tax contributions are, how they differ from pre-tax contributions, and which type might be best for your financial future.

Learn about the importance of designating beneficiaries to receive your financial assets, and discover how this simple step can ensure your property and financial support go to your chosen individuals or organizations.

Explore the different types of distributions in finance, including retirement account distributions, mutual fund distributions, and more. Learn the intricacies of how these distributions work and what they mean for investors.

Dive into the essentials of IRS Form 1099-R to understand it’s crucial role in reporting pension, annuity, and retirement plan distributions. Learn how to file, key distribution codes, and who files this form.

Discover how the Unemployment Compensation Amendments of 1992 protect your retirement savings, providing options for rollovers and avoiding tax pitfalls.