Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to ...

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

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can ...

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

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

Chuck Oliver, host of The Hidden Wealth Solution podcast and author of seven books on wealth accumulation and preservation ...

The IRS has released Form 4547, allowing parents to register eligible children for Trump Accounts when filing 2025 tax ...

The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five years (or the earnings on those contributions). The 529 funds you roll over count toward ...

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

If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...

After losing a spouse, it's important to review your will, as well as your beneficiary designations for retirement and ...

Discover 11 states that don't tax retirement income, including pensions, Social Security, and withdrawals, so retirees can ...