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

Inflation is a silent threat, but with careful planning, your Individual Retirement Account (IRA) can remain a reliable ...

With clear goals, focused saving, and smart strategies, freelancers can take control of their retirement planning and build a ...

Probably the biggest concern facing retirees is that they will run out of money. After all, there are so many variables that ...

The Traditional IRA is the most widely used retirement account. Contributions are often tax-deductible, depending on income ...

Turning 30 often triggers a financial gut check. Whether you're ahead of the curve or just getting started, it's a perfect ...

President Donald Trump signed into law the new tax bill, which includes the Trump accounts for newborns born over the next ...

Retired city planner Jim Duncan has written more than 600 histories of Austin businesses. He's got a book, but the Statesman ...

I'm 84 and widowed. My daughter is the beneficiary of my IRA and the successor trustee for my revocable living trust. She's in a shaky marriage that could soon end in divorce. How can I prevent her ...

My S&P 500 investments have roughly doubled every seven years' When I leave my job, would I be better off taking a $61,000 lump sum to roll over into an existing IRA or, instead, take $355 a month for ...

Picture this: A young couple has just closed on their dream home. They’re debt-free and have $80,000 in savings. The wife is ...