"My brother and I recently inherited our father’s IRA when he passed away late last year and would like to know what we need ...

Dear Savvy Senior, What are the rules regarding inherited IRAs? My brother and I recently inherited our father’s IRA when he ...

Section 72(t) offers penalty-free early IRA withdrawals with a serious catch: you're locked into fixed payments for years and ...

Learn how inheriting a US IRA or 401(k) works for spouses and non-spouses, including taxes, withdrawal rules, and opportunities for tax deferral.

President Donald Trump mentioned Trump Accounts for kids during his State of the Union address. Who qualifies for the Trump accounts at $1,000 seed?

Your retirement savings strategy could be about to collide with reality. While you've spent years diligently building ...

New IRS rules for inherited IRAs became effective last year. Pay attention to avoid a 25% penalty and a "tax bomb".

Roth vs Traditional: compare today’s marginal vs future effective tax rates. Roth accounts offer planning flexibility. Read ...

A lot of people feel that saving for retirement is a difficult thing. But many seniors also struggle to spend their ...

Uncover 10 common myths about traditional IRAs to avoid costly mistakes and maximize your retirement savings effectively.