The budget bill signed into law on Friday includes a provision for investment accounts for newborns. Citizens born between ...

A Gold IRA offers similar tax treatment to other IRAs, but the rules depend on whether it’s set up as Traditional or Roth.

A 401 (k) is an employer-sponsored retirement plan that allows employees to save a portion of their salary, usually on a ...

These ceilings apply to all IRAs held, Roth and Traditional combined. In concrete terms, you cannot contribute $7,000 to a ...

The IRS has not established a minimum age requirement to open a Roth IRA, but the minor does need to have earned income. This ...

Roth IRAs can be an attractive addition to your portfolio, but boy, are they surrounded by rules and regulations. It's easy ...

Some heirs are considered "eligible designated beneficiaries," and the 10-year rule does not apply to them. These include ...

My good friend Bob from Munster had a question I thought merited visiting in the column. Bob’s question involved a topic we are dealing with more and more often in ...

You’ll build resources for your retirement. You might sell your business one day, but can you count on that to fund your ...

Converting now would enable you to spread a possible tax hit over more than one payment while reducing future taxes.

The new omnibus budget bill sets the federal estate-tax exemption at $15 million for the next year and provides for the threshold to remain permanently high - but that does not take estate planning ...

One nice thing about Roth IRAs, as opposed to traditional IRAs, is that you're not forced to take required minimum ...