Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can ...

The Secure Act of 2019 changed inherited IRA rules. Distribution time frames from inherited IRAs depend on whether you’re a spouse. Required minimum distributions from an inherited IRA could be ...

An inherited Roth IRA, also sometimes called a beneficiary IRA, is an account created for the beneficiary of a Roth IRA after the original account holder’s death. Inherited Roth IRAs do not inherit ...

It indicates an expandable section or menu, or sometimes previous / next navigation options. Understanding the basic Roth IRA withdrawal rules Rules for withdrawing from a Roth IRA Roth IRA early ...

For example, some beneficiaries choose to only take the RMDs and end up with a large remaining balance in year 10, which then ...

Taking IRA distributions is often confusing, more so if you are inheriting an IRA. Part of the reason I eventually became a financial planner is due to my own experience trying to find accurate advice ...

While a person typically can't contribute to an IRA without earned income, there is an exception: having a spouse. If your ...

January is a great time to start working toward your financial goals. If you’re looking to start investing, the first step is to open an investment account. But which kind of account is right for you?

Americans are missing out on hundreds of billions of dollars in lost retirement cash because of a simple, forehead-slapping mistake in managing their IRA accounts. That’s the conclusion of new ...

Americans living abroad can still benefit from a Roth IRA for retirement savings, just like those in the U.S., but there are some extra considerations. Both expatriates and U.S.-based savers need ...