Explore spousal inherited IRA options, including rollovers, tax implications, and Secure Act changes. Learn how to maximize ...

Your 1099-R tells the IRS a story about your IRA distributions. But what if the story is not true? If a distribution was made ...

"Most" Americans are now able to do a 529 plan to Roth IRA rollover. But there are a lot of "catches" you need to know. There ...

It's possible to roll over retirement funds from a 401(k) to a gold IRA to hedge against economic volatility – make sure to get a reliable company to help.

You may fund a health savings account (HSA) with a high-deductible health insurance policy. Contributions to an HSA are ...

Your wonderful husband is entitled to your full Social Security benefit if you pass first. If your goal is to leave him a higher Social Security amount, consider postponing taking your benefit to the ...

Another strategy is to roll over some of your savings into a Roth IRA. Unlike a traditional IRA, which requires RMDs, a Roth IRA doesn’t require any distributions at all. That means the money ...

Roth IRAs have low annual contribution limits and income rules limiting who can contribute, which effectively takes them off ...

New Jersey residents will have a new way to file their federal tax returns this year. The program, called IRS Direct File, ...