Learn how beneficiaries can manage non-spouse inherited IRAs. Explore distribution rules, Secure Act changes, and tax ...

A spousal IRA can be a strategic move for couples looking to enhance their retirement savings, especially when one partner ...

Retiring with another person can go very wrong if you're not on the same page about what that retirement will look like.

You and your spouse might align on goals but still disagree on the best investments. For example, one partner might shy away ...

Responding to a recent call from an advisor in Virginia, the ERISA consultants at the Retirement Learning Center address how a married couple can make a $32,000 IRA contribution.

If only one spouse works, consider a spousal IRA if you can afford to. This is a regular IRA opened in the stay-at-home spouse's name. The other spouse can contribute money to this account as long ...

Retirement planning resources are available to the LGBTQ+ community to create estate plans, secure safe housing, and save for the future.

I have a pretty good amount in my IRA ($500,000) that I have contributed to for years. I also funded my husband’s IRA spousal ...

Inherited IRAs pose a number of new challenges, due to the SECURE Act of 2019 and updated IRS guidelines regarding RMDs.

What happens when you, the beneficiary, pass away? What rules apply to someone who inherits the IRA from you, your “successor ...