Almost four years after the SECURE Act went into effect, plan administrators, tax practitioners, and certain inherited IRA ...

I was left $200,000 in an IRA Beneficiary Distribution Account (BDA) when my father passed. I have 10 years to withdraw this money. I'm at the 35% federal tax rate currently and plan to make a similar ...

Socking away money for retirement is something that’s top of mind for many people. Here's what to know about traditional and ...

If you’ve inherited an individual retirement account, you may have big plans for the balance — but costly mistakes can ...

If you’ve inherited an individual retirement account, costly mistakes could shrink your balance. Here’s how to preserve your ...

As consumers and investors, we’re often bombarded with conflicting messages about how to handle our financial lives.

Here's how the Internal Revenue Service itself defines RMDs: "Required minimum distributions (RMDs) are the minimum amounts ...

Can creditors take some or part of your IRA funds if you file for bankruptcy? Learn more about the federal protections that ...

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In 2019, as part of the SECURE Act, some people are required to withdraw the entirety of an account within 10 years of the ...

ROTH IRA's are growing in popularity among younger generations who are using this retirement tool in addition to a ...

For families looking to build generational wealth, owning a home is often one of the key steps toward creating an asset to ...