13 Jun Settle an argument: Should we consolidate accounts?
There are many good reasons to put your investments in one place. ...
26 Dec How can I maximize my kids’ inheritance from these IRAs?
There are strategies to use, but the IRS will want its part eventually. ...
03 Oct How is an IRA left to an estate taxed?
Trusts have one of the highest tax rates out there, so beware....
09 Apr I’m 69 and working. Can I save to an IRA?
You can save in certain retirement plans as long as you meet certain qualifications....
05 Apr Can I transfer my RMD from my IRA into a Roth IRA?
Not so fast. The feds want their taxes first. ...
15 Feb How can I make sure gifts I give my kids go to an IRA?
Helping people save is a nice thought, but it's not always easy....
12 Feb Should I lower 401(k) contributions to do a Roth IRA?
Tax breaks now or later? How to balance your goals. ...
18 Oct Should I convert my traditional IRA to a Roth?
There are advantages to a conversion, but that tax bill will come due....
08 Sep What’s the easiest way to save without a 401(k)?
If your employer doesn't have a plan, you still have good options. ...
03 Aug I’m getting Social Security. Can I still save in an IRA?
If you have earned income, you can save in an IRA. Here's why you should....