A little-known SECURE 2.0 rule means your employer’s Roth match generates a 1099-R, even if you never took a dime out of the plan.

The new federal tax deduction could dramatically reduce your tax bill this year. But it's not exactly tax-free. We break down the critical rules and qualifications.

The relief allows taxpayers to use alternative methods to make adequate identification of digital asset units that are sold, disposed of, or transferred during the relief period.