IRA contributions are often tax-deductible, but your eligibility for a full, partial, or no deduction depends on factors like ...

Form 5329 is an attachment to the federal income tax return that must be filed by taxpayers who owe a penalty related to their use of a tax-advantaged retirement savings plan such as an IRA or 401(k) ...

IRS form 8888 allows you to directly deposit part or all of your tax refund in an IRA. You can file a tax return claiming a tax deduction for an IRA deposit before the money is in the account as ...

If deciding what to do with an old 401(k) plan has been on your to-do list, here are the key steps you should take to get it done.

If your child has earned income, they can contribute to a Roth IRA. Opening a Roth IRA for kids can significantly change ...

RMDs are mandatory in all subsequent tax years. Moving your money into a Roth IRA can be complicated ... You can request a waiver on IRS Form 5329, but you'll need a good reason for the oversight.

A Roth IRA is one of the most powerful tools for building a tax-free retirement. Unlike traditional retirement accounts, Roth IRAs allow you to withdraw your earnings tax-free in retirement ...