Reverse Rollover: Pre-Tax IRA To 401(k) Transfers

Non-deductible IRA contributions can cause major headaches. Learn how a reverse rollover can avoid the pro-rata rule, ...

Your income-generating investments could create a tax bill. How to prepare for the season

The tax-filing season officially kicked off on Monday. Investors should watch their mailboxes for key documents they'll need ...

IRS Gives IRA Providers More Time To Implement SECURE 2.0 Changes

The amendment deadline for IRAs, SEP arrangements, and SIMPLE IRA plans is now December 31, 2027, reflecting the scope of the ...
Seeking Alpha

QDPL: Tax-Efficient Monthly Income Potential

Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) delivers a 4.8% yield with monthly, tax-efficient distributions and 91% S&P 500 exposure. QDPL’s unique futures-based strategy amplifies ...
Federal Register

Agency Information Collection Activities; Comment Request on Interest Charge on DISC-Related Deferred Tax Liability, Form 8404

This site displays a prototype of a “Web 2.0” version of the daily Federal Register. It is not an official legal edition of the Federal Register, and does not replace the official print version or the ...