Should I take money from my Roth IRA or leave it to my heirs?
Is there a time I should start withdrawing from a Roth IRA or should I just leave it for my heirs? When inheriting a Roth, ...
Are You the Perfect Candidate for a Roth IRA?
Life gets busy, and investment advice can sound like buzzing in your ears after a while. That's especially true if you're ...
Only 17% of Americans Use This Amazing Retirement Account
Among workers who have access to a Roth 401(k), only 17% contribute to one. Here's why others want to start ASAP.
Can you use money from your IRA to buy a house?
IRA funds can be withdrawn to put toward a home purchase, but depending on your age and circumstances, there may be financial ...
Ed Slott: Confronting RMD Confusion for Inherited IRAs
The tax and retirement planning expert shares what you need to know about the 10-year rule for inherited IRAs, which kicks in ...
Your tax refund just arrived? Here’s how to turn that one-time check into lasting financial growth
Your tax refund isn't free money — it's your own cash returning to you. Learn how to leverage it for long-term financial ...
6 Proven Strategies to Boost Your Tax Refund
Maximize your tax refund with strategies like adjusting your withholding, contributing to retirement accounts, taking ...
National Association of Plan Advisors7d
Swiss Re, Empower Targeted in Sweeping Fiduciary Breach Suit
A new suit makes sweeping claims regarding fiduciary breaches involving excessive fees, inappropriate share classes, bad target-date fund choices, as well as misuse of plan forfeitures and participant ...
Guaranteed Retirement Income: Combining Annuities with Your IRA Strategy
Explore the benefits of using annuities within traditional and Roth IRAs to generate guLearn about tax-free Roth annuities, QLACs for RMD deferral and how these strategies can enhance your retirement ...
MarketWatch7d
‘I’ve opened a hornet’s nest’: My mother-in-law lists my husband as beneficiary on her $1 million IRA. But her will does not. Which wins?
She has a traditional IRA worth $1 million left to her by her late husband, in addition to checking and savings accounts, and a small life-insurance policy. My husband is listed as a beneficiary ...
1 no-brainer retirement savings move that you'll thank yourself for later
If you're looking for ways to boost your retirement savings, you have options. For example: Start saving and investing early.
I Absolutely Prefer a Roth IRA to a 401(k) for Retirement Savings. Here's Why.
Most people's default way to save for retirement is a 401 (k) because it's offered through their employer and can be done ...