Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...

This happens a lot with 401 (k) rollovers. While cashing out your account might seem like the quickest and easiest option, it ...

Older high-income workers who make contributions beyond the standard amount will have to put that extra money into a Roth 401 ...

The death of a loved one is hard enough without the added stress of inherited accounts.

The sooner you open a Roth IRA, the sooner you can start growing your tax-free retirement portfolio. Here are 5 easy steps to ...

Discover why naming a charity as your traditional IRA beneficiary can be a tax-efficient way to leave a charitable legacy. Learn key considerations, potential pitfalls, and best practices for ...

A guardian IRA is an individual retirement account that is set up and managed by an adult for a minor or incapacitated adult.

For a vehicle with an annual contribution limit of just $7,500 ($8,600 for those over 50), investors sure have a lot riding ...

If you inherited an IRA from someone who died in 2019 or earlier, you're probably confused about the rules. You're ...

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can turn a windfall into a punishing series of deadlines, penalties and surprise ...

Dear Savvy Senior: I recently had an estate plan drafted, including a will, power of attorney and advance directive, but I’m not sure what to do about all my online accounts – email, banking and ...

As we approach the end of 2025, we wanted to highlight some key issues to think about before year-end, and items to consider for the new year. At this late juncture, hopefully our readers have already ...