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

Once you and your spouse retire, you’ll have some decisions to make — decisions that could affect your quality of life in ...

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.

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses how ...

I have always contributed to regular retirement accounts. I started a new job and I'm considering a Roth. We're in a weird situation. My husband just retired and has a pension and Social Security. He ...

It is becoming increasingly commonplace for people to enter long-term romantic relationships without legally marrying. While there are no ...

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

The repeal of same-sex marriage rights could have significant impacts on LGBTQ individuals and couples, affecting retirement ...

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

Once you reach a certain age, the government imposes required minimum distributions, or RMDs, on your accounts each year. You ...

By performing Roth conversions, our clients can reduce the size of their traditional IRAs, enabling them to lower their future RMDs. This can be particularly beneficial for those who anticipate being ...