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Big changes are likely coming for Americans’ retirement savings. The changes, part of the Secure Act 2.0, were included in the sweeping...

Funds held in individual retirement accounts are without question the best assets to give to charity. Since IRAs are loaded with...

America's IRA Experts receive top honor for their thought leadership, education and impact in driving the wealth, investment and retirement industry forward.

Ed Slott, CPA, nationally recognized IRA Expert, founder of Ed Slott and Company, LLC and creator of irahelp.com, in collaboration with Jeffrey Levine, CFP®, CPA, PFS, CWS®, AIF®, chief planning officer for Buckingham Strategic Wealth, announce the launch of their new podcast show, The Great Retirement Debate.

Florida residents who suffered financial losses from Hurricane Ian might be able to tap their retirement accounts to cover emergency expenses, a last resort more victims of natural disasters are using.

If you are younger than age 59½ and want to withdraw money from your individual retirement account, there are several exceptions that could allow you to do so without incurring the 10% early-withdrawal penalty from the IRS. One such exemption being used more often is a so-called 72(t) plan.

America’s IRA Experts honored for their thought leadership, education and impact in driving the wealth, investment and retirement industry forward

Using your individual retirement account to give to charity is a good thing. But tax snafus can ruin the good intentions. Traditional IRAs have long been used to make qualified charitable distributions. Eligible individuals can donate as much as $100,000 a year. Such gifts can make up part or all of the donor’s required minimum distribution, or RMD. And amounts donated to qualified charities are excluded from the donor’s taxable income for that year.

Midyear can be a good time to take a halftime break and evaluate your investments — especially this year, after nearly six straight months of stock market decline. Perhaps stock and even bond losses have exposed flaws in your portfolio. Maybe they offer the potential to adjust holdings to take advantage of new opportunities. Now also might be the time to pursue a potentially important tax strategy.

Together, the two financial education leaders provide an industry-first program that includes the latest information on the IRS's new RMD rules