This Retirement Account Lets You Avoid Required Withdrawals - With One Catch

A Roth IRA is the only retirement account with no required minimum distributions for the original owner. Learn how that ...

If You're Keeping All of Your Retirement Savings in an IRA or 401(k), You're Making a Huge Mistake

As great as traditional IRAs and 401 (k)s are, they come with strings attached. For one thing, if you want to take a ...

We’re in our 70s with no heirs. I like donating $30,000 from our $700,000 IRA to charity — my husband disagrees. Who’s right?

“Our income — Social Security, his VA disability and three pensions — covers all expenses.” ...

A Roth IRA Sounds Great -- But Here's the Catch No One Talks About

These accounts come with a very surprising pitfall.

This Roth IRA rule confuses most savers — and could trigger surprise taxes. How to make sure you don’t get caught

If you’re converting funds to a Roth IRA, a separate five-year clock applies. So if you start a new Roth IRA in 2026 and make ...
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A Remedy For Missed IRA Distributions

The IRS slaps big penalties for retirees who miss the required minimum distributions from their qualified retirement plans. But what if the person has a good excuse? For example, what if they started ...

How A Qualified Charitable Distribution Creates Big Tax Savings

Want even bigger tax savings from your donations to charity? Don't let your financial advisor skip telling your abou the QCD ...