The IRS requires Solo 401k plan owners with more than $250,000 in their plan to file a Form 5500-EZ every year. The form satisfies annual reporting and filing obligations set by the IRS. It's another ...

Divorce does not automatically change who will inherit your 401k. Make sure you know the rules and update your plans.

Potentially millions more long-term, part-time employees are now eligible to join 401(k) retirement plans, thanks to recent legislation, and there's a new method of counting defined contribution ...

If you work for a private company, a 401(k) plan with matching contributions may be best. If you work for a government agency or non-profit organization, a 457 plan with more flexible withdrawals may ...

The amount of taxes you pay on different forms of retirement income largely comes down to your state. When you live in America, one thing you've likely come to accept is the tax system. There are ...