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I am in my 70s with a traditional IRA, Roth IRA and regular brokerage account. The brokerage account is titled...

If a husband passes away and the surviving spouse assumes his 401k (at TIAA Cref) as a beneficiary account (i.e....

By Ian Berger, JDIRA AnalystFollow Us on X: @theslottreport Here’s a question we get asked often: Say you retire in the...

To start, I have come across this related article on the website here which gives me hope this can work...

State of Florida has an Optional Retirement Plan (ORP) for employees of the State University System.  There is a voluntary...

Question: My brother died in 2020 and made me the beneficiary of an IRA he inherited from my sister who died in 2017. Can I continue to stretch the payments from this inherited IRA? If not, how soon do I have to empty it?

The cost of healthcare continues to climb. Are you frustrated with higher premiums and out-of-pocket costs? You are not alone. You may be looking for new strategies to handle these expenses. If you have not considered a Health Savings Account (HSA) before, now may be the time. Here are 3 questions to ask to determine if an HSA is right for you.

Currently the beneficiary of the Beneficiary IRA Trust is taking distributions as a spouse from her account.  She is up...

During 2020, I know the CARES Act got folks off the hook for having to take RMDs, and in some...

When it comes to teens and money, there is often a disconnect. Overall, teenagers are taking a greater interest in their long-term financial health — although far fewer understand basic retirement planning. A majority, or 83%, of 13- to 18-year-olds, said they had already thought about their retirement, according to the results of a survey from Junior Achievement and MissionSquare.