A Roth IRA can be accessed anytime for any reason and is tax- and penalty-free. With the Secure Act, a Roth IRA can continue ...

If you've invested in a traditional IRA, you probably took time to read the fine print before signing your name on the dotted ...

My children have inherited $5 million of stock from their father (whose estate has not yet been dispersed after 11 months) ...

Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you ...

Are there different rules for the spouse versus children inheriting a Roth?' 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, ...

In this episode of Decoding Retirement, Robert "Bob" Powell interviews retirement planning expert Wade Pfau to discuss key ...

A crucial aspect of these legislative changes is the impact on trusts named as beneficiaries of retirement accounts. This ...

Health savings accounts can be valuable components of savings toolkits, especially for those who can afford to pay actual healthcare expenses out of pocket.

Is immortality achievable? With longevity science booming, you might make it to age 150. We separate the hype from proven ...

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...

Now, filmmaker Vikram Bhatt has come out to defend them, especially Ibrahim. During an interview with Galatta India, Bhatt ...