(I realize how very fortunate I am to receive their assistance.) I received a very small inherited IRA, worth less than $40,000, many years ago. Due to my divorce I incurred legal bills, most of which ...

I am retired, and receive $690 in Social Security a month. My ex and I filed separate taxes. Last week, my divorce was ...

The Secure Act of 2019 changed inherited IRA rules. Distribution time frames from inherited IRAs depend on whether you’re a spouse. Required minimum distributions from an inherited IRA could be ...

Dear Dan, M y IRAs are all Roth IRAs. My wife has no IRA. I am younger than my wife, but I’ll probably pass on before her. We ...

The new rule applies to anyone who inherited an IRA from someone who passed away after Dec. 31, 2019. There are exceptions ...

An inherited IRA may be the most complex issue to handle well when wrapping up an estate. If you’ve recently inherited an ...

New provisions of Secure 2.0, a federal retirement law, will take effect on Jan. 1. These new rules could help you save more ...

An inherited IRA may be the most complex issue to handle well when wrapping up an estate. If you’ve recently inherited an individual retirement account, you can find yourself at the tricky three ...

Roth 401(k) owners can now completely avoid RMDs while maintaining their accounts. Inherited IRA owners may be able to forego an RMD this year, but they might want to take it anyway. You can avoid ...

Also, its tax-deferred compounding will be cut short. Naming a beneficiary for your IRA can allow it to keep growing even ...

The holiday season is near, and so are important IRA deadlines. Find out what you need to do to stay compliant.