For a vehicle with an annual contribution limit of just $7,500 ($8,600 for those over 50), investors sure have a lot riding ...

Understanding the limits imposed by the Internal Revenue Service (IRS) on IRA rollovers might be a crucial aspect of ...

Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...

Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

Discover how to avoid costly mistakes with traditional IRAs and maximize your retirement savings with these expert tips on ...

The share of adults who have a will should be 100%, but it hovers consistently at 30% in the U.S. There's no reason for this.

If you inherited an IRA from someone who died in 2019 or earlier, you're probably confused about the rules. You're ...

Even a modest inheritance like $50,000 has the power to positively change your life over the long term—provided you use it wisely.

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...