If you haven’t received an important tax form, you should reach out to the payor. If that doesn’t solve the problem, the IRS can contact the payor on your behalf.

The IRS provides a search engine so you can locate federal tax return preparers with “credentials and select qualifications”

It is ideal to do some estate planning research to help prepare for a meeting with an estate planning attorney. The ACTEC website is a great place to start.

If you inherited an IRA within the last few years, there are new beneficiary rules that you need to be aware of, thanks to SECURE Acts 1.0 and 2.0.

You can contribute to a 401(k) and an IRA in the same year, and contribution limits are not reduced to an IRA based on 401(k) participation.

People’s investments can be threatened by bad actors using Gen AI to improperly access investment accounts or fraudulently open up new accounts.