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Given the turmoil in the markets, I’m worried about my IRA. I’m looking for investments other than stocks and bonds that might work for me. What are your thoughts about buying and holding real estate inside an IRA?

Putting money into a 401(k) is simple. Taking money out often requires an exit strategy. The tax breaks baked into retirement accounts don’t last forever. Retirees or their heirs eventually must start draining their balances by taking annual withdrawals known as required minimum distributions or RMDs, triggering tax bills.

It used to be that Americans with tax-favored retirement plans focused mainly on how to get money into them. Now,...

NEW YORK, Feb. 24, 2022 /PRNewswire/ -- "Ed Slott's Retirement Freedom!", a new public television special that educates viewers on key retirement savings strategies to have more, keep more and make their money last, is now airing on public television stations throughout the country. Those who wish to tune in should check their local listings in their area.

Q: Can I invest my RMD (required minimum distribution) into my Roth IRA? —B.H. A: Easy answer: No. IRAs are subject to RMDs...

As we’ve seen from recent tax proposals, Congress has retirement accounts in its sights for future tax increases, especially the larger...

The November 3 version of the Build Back Better Act has resurrected retirement law changes that will curb high balance accounts and...

Congress has set its sights on mega-IRA balances, in large part due to the recent reports about Peter Thiel’s $5 billion...

Solo 401(k)s — in addition to company 401(k)s — can help clients save additional retirement money on an after-tax basis,...

Say you started with $40,000 in before-tax contributions to non-Roth IRAs and another $10,000 in after-tax contributions to other non-Roth...