If you're inheriting an IRA, you might think you can let that money sit and grow until you need it. But there are rules ...

Explore your options as a Roth IRA beneficiary, from spousal transfers to required withdrawals, depending on your relationship to the original account holder.

Calculating your RMD only requires two numbers. You'll need your retirement account balance as of Dec. 31, 2024. Check with ...

If you’re 60 years old with $1.2 million saved for retirement in a traditional IRA, you may be starting to think about ...

Age 65 is a major transition for many individuals as they shift to thinking about retirement and begin to contemplate ...

Untangling their finances after they die only adds to the strain — particularly when it comes to retirement accounts. Imagine ...

Your 401(k) or IRA could hide a tax time bomb. Withdrawals in retirement are taxed. RMDs at age 73 can spike income. Future ...

Recently, I’ve wondered if it makes sense to transfer the inherited IRA to a non-retirement account, take the tax and ...

Discover the tax benefits and withdrawal flexibility of Roth IRAs for retirees, including contributions, tax-free earnings, and strategies for passing wealth to heirs.

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...

There are plenty of ways to minimize your tax liability and that’s especially true when you have worked hard to sock away retirement money. Tax advisors are constantly searching for new ways to avoid ...

Q. I am 64 and recently widowed. I plan on working until age 70 before I apply for a Social Security benefit. I currently ...