Secure your financial future with the Spousal IRA, a powerful retirement savings tool designed specifically for stay-at-home ...

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 savings. My ...

I have $1 million in my IRA. Once I reach 73 years of age what are the withdrawal requirements? I retired five years ago with ...

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 ...

The new omnibus budget bill sets the federal estate-tax exemption at $15 million for the next year and provides for the threshold to remain permanently high - but that does not take estate planning ...

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

With so many currently heading for the exit, it’s a good time for federal employees to improve their understanding of the ...

The Social Security Administration uses outdated computer systems, making mistakes that cause pain for beneficiaries and ...

A required minimum distribution (RMD) is the minimum amount of money you must withdraw from your retirement plans annually ...

Under normal circumstances, IRAs can’t be transferred or gifted to a new owner, but divorce is an exception. IRAs can be ...