This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions ...

I was left $200,000 in an IRA Beneficiary Distribution Account (BDA) when my father passed. I have 10 years to withdraw this money. I'm at the 35% federal tax rate currently and plan to make a similar ...

The deadline for retirees to file their Required Minimum Distributions (RMDs) looms large on the horizon as people have until ...

If you’ve inherited an individual retirement account, you may have big plans for the balance — but costly mistakes can ...

If you’ve inherited an individual retirement account, costly mistakes could shrink your balance. Here’s how to preserve your ...

Many families and individuals who want effective and efficient ways to save for education expenses often turn to the ever-popular 529 plan, which offers wide-ranging tax benefits. In recent years, the ...

You can roll your IRA investments over into a 401(k)—but should you? Matt Webber is an experienced personal finance writer, researcher, and editor. He has published widely on personal finance, ...

Can creditors take some or part of your IRA funds if you file for bankruptcy? Learn more about the federal protections that ...

One of the most tangible ways to create a lasting, meaningful impact on your community is through a charitable bequest. While ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

It is important that these designations are kept up to date and are consistent with the rest of your estate plan. When you open up an investment account or retirement plan or buy life insurance, the ...

In 2019, as part of the SECURE Act, some people are required to withdraw the entirety of an account within 10 years of the ...