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

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

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

Trump accounts, a proposed tax-advantaged investing account for parents, have gotten a makeover in the Senate version of the ...

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

Navigate Roth IRA withdrawals by learning when you are eligible to make a withdrawal, tax matters, whether you may face penalties, and exceptions to the rules.

If you can save some of your graduation cash, a Roth IRA offers a unique chance to grow your money 100% tax-free for years—but it’s an opportunity with a limited window.

Dear Savvy Senior, What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost ...

"What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost our retirement ...

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

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 ...

Saving for retirement can be very difficult for married spouses who stay home to care for family or otherwise have little ...