My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I ...

Q: I recently inherited a regular IRA and a Roth IRA from my mother. I’ve heard something about a 10-year rule for my future ...

Recent market swings due to tariffs have unsettled investors, including IRA owners, though conditions have stabilized ...

Not all money in a Roth Thrift Savings Plan account is automatically tax-free, and there are several things to consider ...

A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can ...

Converting a traditional IRA to a Roth IRA is often presented as a smart move — especially if you expect your taxes to go up later. But as one 77-year-old listener named Lily recently found out, not ...

To open a Roth IRA at Charles Schwab, you'll need your Social Security number, your employer's name and address, if applicable, and any date of birth for inheritance recipients.

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The ...

Any instance of inheriting money is one of the most challenging positions anyone can be in. Whether it’s from a beloved ...

A required minimum distribution (RMD) is the minimum amount of money you must withdraw from your retirement plans annually ...

If you inherit a Roth IRA. If you are fortunate enough to inherit a Roth IRA, you’ll still be required to deplete the account in 10 years, but the withdrawals will be tax-free.

'I am concerned about leaving a large sum of cash to a drug user' My 39-year-old son is in prison until 2030.