A recent podcast sparked questions about the rules for participants of employer sponsored-retirement plans to take a distribution and/or facilitate a tax-free rollover to an IRA while still on the job ...

The new law marks the end of the “Stretch IRA” strategy for almost all beneficiaries, and creates new estate planning opportunities.

The IRS issued new guidance that extends the rollover deadline and relaxes other rules for RMDs.

The agency provides more details about distributions and added provisions to help investors affected by COVID-19.