A spousal IRA can be a strategic move for couples looking to enhance their retirement savings, especially when one partner ...
In most cases, you need earned income to contribute to an IRA. However, a spousal IRA lets you work around that rule. Spousal IRAs can provide a big retirement boost to couples with only one income.
I have a pretty good amount in my IRA ($500,000) that I have contributed to for years. I also funded my husband’s IRA spousal ...
Retiring with another person can go very wrong if you're not on the same page about what that retirement will look like.
Understand options for inherited Roth 401(k)s, including rollovers and IRS rules. Tax-free growth strategies for mass ...
Should you rollover a spousal inherited IRA or just leave it? This is likely just one of the many decisions that has been dropped in your lap. You may also receive much well-meaning advice from ...
Inherited IRAs and spousal IRAs are two different types of accounts that you can use for retirement planning. An inherited IRA is created when someone inherits that account, often from a non-spouse.
Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses how ...
Inherited IRAs pose a number of new challenges, due to the SECURE Act of 2019 and updated IRS guidelines regarding RMDs.
You and your spouse might align on goals but still disagree on the best investments. For example, one partner might shy away ...
Inherited IRAs and spousal IRAs are two different types of accounts that you can use for retirement planning. An inherited IRA is created when someone inherits that account, often from a non-spouse. A ...