New research points to the equal-installments strategy as the ideal for making the mandatory withdrawals. A lump-sum approach ...

An IRA transfer is the act of moving funds from an individual retirement account (IRA) to a retirement account, brokerage account, or bank account.

The Internal Revenue Service recently ruled that an improper transfer of funds from an individual retirement account from which the client was taking 72(t) payments triggered the 10% early ...

An individual retirement account (IRA) is a tax-friendly savings account that lets investors save for retirement. There are a few types of IRAs like traditional, Roth, SEP, and Simple IRAs.

When you move money from one retirement account to another, there’s a potential to trigger a tax consequence. One way to avoid trigger that tax event is by setting up a direct IRA transfer. This ...

Unlock the secrets to successful Simple IRA transfers – understand essential rules, avoid pitfalls, and optimize tax benefits. Dive in for expert insights!

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. When it comes to individual retirement accounts (IRAs), the opportunities for ...

The Secure 2.0 Act, passed in December, contains more than 90 provisions affecting retirement-savings plans, such as individual retirement accounts and 401(k) workplace plans. Only some changes ...

Changing jobs can be an exciting adventure -- whether it's for a better salary, due to a relocation or for professional growth. That said, if you change jobs near retirement, there are a slew of ...

However, if you have a traditional IRA, you may qualify for a large $105,000 transfer to a charity tax-free, which might help you in other areas of your taxes. Let me explain.

The Vanguard Group has expanded its work with the retirement consolidation and portability firm Retirement Clearinghouse LLC for Vanguard’s individual retirement account holders, the firm said in a ...