Retiring even a day early could forfeit an entire year of 401(k) profit-sharing contributions. One conversation recently saved a client thousands of dollars. Here's the last-day rule most people never know about.

Large pre-tax retirement accounts create mandatory withdrawals that can push you into higher tax brackets, inflate Medicare premiums and create a tax burden for your heirs. Here's how to defuse it before it's too late.

The IRS has increased 2026 retirement contribution limits across 401(k), IRA, Roth IRA and HSA accounts. Plus: the new mandatory Roth catch-up rule for high earners that takes effect this year.

Owner-only Solo 401(k) administrators who do a Mega Backdoor Roth conversion need to issue their own 1099-R. Here's exactly how — including the right distribution codes, deadlines, and Form 5500-EZ rules.