You have a few years to make adjustments before you’re locked into RMDs. You’d be wise to consult a tax pro who can model different scenarios to figure out the best approach for your situation.

I’ve written several articles about the advantages of Roth IRAs, but I have never discussed the beneficiary rules, which ...

Like most things in life, the new senior tax deduction is not all bad or all good. Here's what it looks like from several different directions.

From time to time, we get a listener question on our Sunday morning show on WCCO that opens the door to a much larger ...