Since distributions will be required upon Mortimer’s death (although only the Roth account would enjoy tax free distributions and carry a different rule), the traditional IRA and the annuity IRA will ...

Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come.

Potential correction, gold vs. dollar dynamics, U.S. dollar and more. Click here to find out more about the market outlook.

By The Learning Network A new collection of graphs, maps and charts organized by topic and type from our “What’s Going On in This Graph?” feature. By The Learning Network Want to learn ...

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There are limits as to how much you can contribute and for income thresholds for individual retirement accounts. For 2024 and 2025, you can contribute $7,000.

The New England Patriots, who are currently slated to pick first overall in the 2025 NFL draft, find themselves at a pivota ...

The new year is a good time to make financial resolutions if you are looking to alter your spending habits and save money.j ...

Staggering your Roth conversions can save a lot of money. Under the right circumstances, a Roth IRA can be the best ...

Financial planner Dan Moisand tackles readers' questions about Roth conversions, from the whats to the whens and more.

One common concern is oversaving. You can use 529 funds to cover only qualified education expenses without incurring a tax ...

With investment accounts about to end a very good year and current tax rates unlikely to change for a while, the case for paying taxes now to convert traditional IRAs and 401(k)s to Roth accounts ...