A George Mason University finance professor gamed out three common strategies on RMDs to find the best option.

I’m 84 and widowed. My daughter is the beneficiary of my IRA and the successor trustee for my revocable living trust.” ...

RMDs are mandatory withdrawals from retirement accounts that you must make. Diversification remains just as important as when ...

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 ...

If you're in a high tax bracket today, but anticipate a more modest income in retirement, the Traditional IRA allows you to ...

If you inherit an IRA or employer-plan account, you can let it continue to grow tax-deferred and take only required minimum ...

Converting your IRA to Roth IRA would result in no further RMDs being required in your lifetime. The deadline for taking your ...

Parents can contribute up to $5,000 per year per kid into a Trump Account. This figure will be indexed to inflation starting ...

A spousal IRA isn’t a unique type of IRA or a joint account, but instead it is a separate IRA opened and owned in the name of the nonworking or low-income earning spouse. This w ...

Allowing your retirement account to grow with the still-working exemption may be the ideal option, but it's essential to ...

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

David Hyden, President/Founder Get an In-Depth Roth Analysis at a 30% Discount Through July 2025 We are the bridge between ...