There are 5 times you may want to name your trust as an IRA beneficiary. Is most other scenarios this could be a huge estate ...

Readers of my column know I emphasize the importance of naming beneficiaries for every IRA account. Many ask under what ...

Now there is a 10-year clean-out rule for many beneficiaries of inherited IRAs. The IRA funds must be distributed to them ...

Here’s how converting your traditional retirement account to a Roth IRA can boost your nest egg — but avoid these costly ...

The rules for inherited IRAs can be complicated, and mistakes are costly. Here some of the biggest missteps and how to avoid ...

We found the policies, but it appears he stopped paying on them a few months before he passed away.” (Photo subject is a ...

The rules for inherited IRAs can be complicated. Generally, you need to withdraw the account balance in 10 years. You also need to be mindful of required minimum distributions. Losing a parent can be ...

Suze Orman shares her 10 best money tips for 2025—smart strategies to save, invest and protect your wealth in today’s ...

'I made a choice based on the information given' "A representative told me that I would be able to change my choice if I was not satisfied." (Photo subject is a model.) Dear Help Me Retire, Recently I ...

Going into the 2024 presidential election, the conventional wisdom and received knowledge of the chattering classes, when asked whether or not it was smart to convert a regular IRA into a Roth IRA ...

Rich People Worry, Too. Here Are Their Biggest Concerns, According to Advisors. Wealth can bring happiness, but also new sources of worry, financial advisors say. Potential changes in tax laws, market ...

Can AI answer personal finance questions better than a human? Discover how strategic beneficiary planning can help you stretch IRA distributions, potentially saving your heirs thousands in taxes. Over ...