Last year’s $1.7 trillion Congressional spending bill included dozens of new provisions that will alter how Americans handle retirement. What…
If you named a trust as your IRA’s beneficiary, it’s time to revisit—and perhaps revise—that plan. Under the terms of…
If you have some money to add to your retirement savings before year-end, throwing it in a Roth IRA if…
An updated IRS ruling now allows IRA owners under age 59½ to dramatically increase the amount of money they can…
The bear market is a double dose of bad news for many retirees. Not only has the value of their…
A single mistake in withdrawing money from an IRA can derail decades of contributions. Here’s how to avoid the traps.
The stock market crash may have put you in position to take advantage of a Roth conversion. Here’s how to know.
Although the new federal law called the Secure Act provides many advantages for people with retirement accounts
In a financial crunch? Consider an early withdrawal from your retirement account but beware of these mistakes.
Mistakes are common on taking required minimum distributions (RMDs) from retirement accounts, and the penalties are steep. Here’s how to avoid them.
You can prevent your heirs from mismanaging money—and save on fees—with a "trusteed IRA." Like a traditional trust, a trusteed…
One of the most appealing features of a traditional individual retirement account (IRA) is that you don’t pay income tax…
You might know that a Roth IRA is a way to grow your nest egg without any future tax payments…
Thirteen million households are eligible to convert tax-deferred traditional IRA accounts to tax-exempt Roth IRAs in 2010. That includes millions…
Your most important estate-planning document is not your will... Though a will is typically the document that gets the most…
An inherited IRA can provide a lifetime of tax-deferred or tax-free investment growth. But as you try to build your…
When you retire, you may roll over an employee-sponsored retirement account, such as a 401(k) or a 403(b), into an…
