Have you ever found yourself facing an unexpected financial crunch and wondered if tapping into your 403(b) retirement savings early is an option? Navigating unusual withdrawal scenarios from a 403(b)—especially when hardship, penalties, and IRS rul…
Have you ever wondered how to properly navigate the complexities of Form 8833 treaty disclosure rules when dealing with foreign tax exemptions and the IRS? If you’re an international taxpayer or a tax professional, you’re probably familiar with the …
Ever found yourself tangled in the maze of Health Savings Account (HSA) regulations, particularly the enigmatic last-month rule? If you've ever wondered how enrollment quirks, testing periods, or potential penalties under this rule might impact …