My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I ...

Q: I recently inherited a regular IRA and a Roth IRA from my mother. I’ve heard something about a 10-year rule for my future ...

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

I contribute 15% to my 401(k), which is currently valued at $165,000. I also rolled over an old 401(k) with $125,000.” ...

A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can ...

Converting a traditional IRA to a Roth IRA is often presented as a smart move — especially if you expect your taxes to go up later. But as one 77-year-old listener named Lily recently found out, not ...

Imagine you’re 65 with $1.2 million in an IRA and a lingering question: should you convert your account into a Roth IRA? The ...

Not all money in a Roth Thrift Savings Plan account is automatically tax-free, and there are several things to consider ...

If you make above a certain income, expect to pay more for Medicare, due to the IRMAA, unless you take steps to lower your ...

Inheriting an IRA can be complex. The rules differ based on your relationship to the deceased, your age and even their age at ...

I’m sorry your father died when you were so young. My mother passed away my freshman year of high school, and I had family ...

With a Roth 401(k), you get the benefit of tax-free withdrawals at a time in life when money may feel tight. That's a good thing. On the other hand, with a Roth 401(k), you're giving up your ...