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

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 ...

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 ...

This year, the number Americans believe they’ll need to retire comfortably is $1.26 million, according to Northwest Mutual’s ...

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 ...

Baby boomers have the highest average 401 (k) balance of all four generations. That’s no surprise, as they’ve been working ...

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

New tariffs could increase prices and shake the markets. Here’s what retirees need to know about Roth conversions, big ...

An IRA portfolio is not limited to US stock markets, Bonds and Gold. For those wishing to increase the resilience and growth ...

The greatest advantage of opening an early retirement account (IRA) is the power of compound interest. When you invest money, ...

I’m now writing to you for advice a second time. I’m 51, still married, 25 years now, and still residing in Maryland. My ...

Trump accounts, a proposed tax-advantaged investing account for parents, have gotten a makeover in the Senate version of the ...