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.

From freezing your credit to setting an IP PIN, here are 12 practical steps to protect your finances, your identity and your personal data — including tips most people overlook.

California's PTE elective tax has been extended through 2030 under SB 132. New rules for 2026 remove the hard June 15 disqualifier but add a 12.5% credit penalty for underpayments. Here's what changed.

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.