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 ...

If retirement is in the near future for you, you are probably strategizing your savings and retirement accounts to be ready for drawing them down. Check Out: Cutting Expenses for Retirement?

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

Sometimes, life goes one way when you planned on it to go another. In the case of retirement planning, let's say you've been ...