Income limits also exist to determine eligibility for tax deductions (Traditional IRA) or to contribute to a Roth IRA. These ...

Retirement expert Denise Appleby shares common pitfalls and real-life examples for IRAs, required minimum distributions, and ...

It's not an easy thing to build up a nice balance in a Roth IRA. Once you turn 59 1/2, you can take Roth IRA withdrawals ...

I’m now writing to you for advice a second time. I’m 51, still married, 25 years now, and still residing in Maryland. My ...

A 401 (k) is the most popular type of retirement account, but it's not the only option available. Others, like individual ...

The Balaban Group, an independent life-insurance, benefits, and estate-planning firm serving affluent families since 1986, ...

Understand the consequences of withdrawing money from a 401(k) or IRA retirement account for emergencies and create a plan to ...

In the case of an individual, theft losses stemming from scams through fraud and deceit are disallowed for tax years 2018 ...

The market's recent rebound and current bullishness is giving some retirees good reason to make these withdrawals as soon as ...

If you’re a do-it-yourself investor aiming to build a “no babysitter required” portfolio, here are the key steps to take. Give due consideration to your asset allocation. That decision will have the ...

A taxpayer whose individual retirement account was paid to the government under a criminal court order did not have taxable ...

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