With the year drawing to a close, individuals with pre-tax retirement accounts should familiarize themselves with the ...

An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...

If you're taking a required minimum distribution from an IRA, 401(k) or other tax-deferred account and don't need the money to cover living expenses, where should you stash that unneeded cash?

An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...

I’m sorry to hear about your mom's passing. Required minimum distributions (RMDs) from inherited IRAs are one of the most confusing things that most people will have to deal with. That's partially ...

The shutdown is making me nervous. I was planning to take the withdrawal, pay the taxes due and reinvest what’s left in my ...

It’s no secret that the rules governing inherited IRAs and 401(k)s have become increasingly complicated in post-SECURE Act years. Non-spouse beneficiaries who inherit retirement accounts must deal ...

If you want the flexibility to be able to tap into your retirement savings if needed, the Roth IRA is your best bet. You can ...

Your adult children may covet your 1950s baseball-card collection, but unless there’s a mint-condition Willie Mays or Ted Williams in the stack, it won’t mean much to their financial security. An ...

Q: I recently inherited a regular IRA and a Roth IRA from my mother. I’ve heard something about a 10-year rule for my future distributions. But, I’m confused about how it all works from a tax ...

Should you invest in a Roth IRA instead of a traditional IRA? If you have earned income for the year, your modified adjusted gross income (MAGI) is less than $135,000 as a single filer and $199,000 ...