Splitting an IRA among heirs is often the best choice for parents so that there is no dissension or in-fighting among ...

Money withdrawn from a tax-deferred retirement account is taxed as you begin to make withdrawals. Here are 3 ways to minimize ...

Over the years, you may have seen advice in the financial media about the "60/40 portfolio," which consists of 60% stocks and 40% bonds. This type of portfolio can be put together without too much ...

Legally, it's never too late to make a Roth conversion. You can do this at any time in life, in any amount, so long as you ...

When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...

Question: “I’m a 63 year old retiree with no kids or heirs and $600,000 in one account. I don’t mind spending down my money, ...

IRS rules say that interest earned on bank accounts is taxable income. If you earned a bonus when opening a new account, you ...