My college-age kids are inheriting $150,000 each, mostly from a 401 (k) so the money is taxable. I am still going to pay for college, so this money is likely to be saved for the purchase of homes in ...

A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for ...

Roth conversions offer a strategic solution for retirees to reduce taxes, maximize retirement income, and leave a legacy of ...

If you inherit a tax-deferred retirement account, like an IRA or a 401(k), you’ll pay income taxes on the money when you ...

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

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 ...

A strong market is boosting Americans' nest eggs: Average 401 (k), IRA and 403 (b) account balances hit record highs in the ...

Reena Datta, a renowned painter, hosted an exhibition at the Nehru Art Centre Gallery in Mumbai, where Aamir Khan made a ...

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 ...

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

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 ...

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