This new 10-year rule called into question whether a beneficiary would also have to continue taking RMDs from an account ...

When it comes to saving for retirement, the Roth and traditional IRA are like two sides of the same coin. Both offer powerful ...

Choosing the wrong account for your retirement savings can really cost you. Find out why a Roth IRA might be your best option ...

Roth IRAs are not subject to rules on required minimum distributions (RMDs), and qualifying withdrawals from Roth accounts in ...

Or, you could sell the stock within the Roth and redeploy the funds to something you think will do better. You won't be able to take any loss for tax purposes, but you could stop the bleeding. If you ...

(k), IRA, or individual stocks? Learn which investment vehicle to prioritize for your retirement savings and financial goals.

The so-called 4% rule has ... making non-Roth IRA or 401(k) withdrawals. “For example, if you have a $1 million portfolio, you could theoretically withdraw 4% or $40,000 per, year,” Adams ...

Investing in stocks, real estate, or collectibles can be highly rewarding.  However, when it comes time to sell those assets, any profit will trigger a ‘capital gains' tax.  It is important to ...

Tax season can be complicated, and the Internal Revenue Service (IRS) has plenty of rules, restrictions and deadlines in place that can make things even trickier. Among these, the three-year rule ...