"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 ...

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

Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including tax-free ...

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 ...

You’re leaving your job, and you have money in the 401(k) plan (or 403(b), 457, etc) at work. What are your options? Well, it ...

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 ...

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

Another way to leave tax-free money to a surviving spouse is with life insurance. A small policy can put cash in the hands of a surviving spouse for funeral expenses and paying off debts. A bigger ...

Instead, IRA futures accounts operate on a cash-only ... meaning retirees must manage contract rollovers—closing expiring positions and opening new ones to maintain exposure.

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