Required minimum distributions are supposed to be a routine part of retirement, yet every year investors leave money in their ...

A solution that integrates conversational and agentic AI to automate form filing, risk detection, support tax reporting ...

Failing to take an RMD on time could result in a costly penalty. The sooner you rectify the situation, the less it might cost ...

US retirees and heirs of retirement accounts like 401(k)s and IRAs often make this year-end mistake that costs them IRS tax ...

The penalty for missing an RMD has been cut from 50% to 25%, and can even be 10%. Learn about the new, less punitive rules ...

Required minimum distributions (RMDs) on pre-tax retirement accounts start at age 73 for account holders born between 1951 ...

Based on an analysis of the firm’s own IRAs, Vanguard researchers found that nearly 7% of account holders forgot to take an RMD last year. The average missed RMD amount was $11,600, generating tax ...

If you withdraw money from your traditional IRA before age 59½, you will likely have to pay a 10% penalty on top of regular ...

If you're ready to file your 2025 income taxes (and receive your potential tax refund) early, here is the information and ...

The main difference between a W-9 and a 1099 is that you fill out a W-9, while the business or entity that is paying you ...

Do you know what a W-2 is? The IRS opening 2026 tax season later this month, and you will need your W-2 to start the ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Lea Uradu, J.D., is a Maryland state registered tax preparer, state-certified notary public, ...