If you inherited an IRA from someone who died in 2019 or earlier, you're probably confused about the rules. You're ...

Even a modest inheritance like $50,000 has the power to positively change your life over the long term—provided you use it wisely.

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

I moved back in with my father about 12 years ago to help him, and I don't pay rent. There has been a reverse mortgage on the house for over 20 years. When he passes, I don't anticipate anything ...

If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...

Is your estate plan outdated? Review these 7 legal documents every senior needs to update in 2026 to protect your assets and ...

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can ...

Retirees face IRS penalties of up to 25% if they fail to take required minimum distributions from pretax investment accounts ...

Peter Coughlin of Berkshire Money Management recently wrote a blog post that landed with me: Families do not lose wealth only ...

Many Americans risk sending their 401(k) and IRA savings to the wrong heirs. Outdated beneficiary forms override wills and ...

These days, we're hearing a lot about the many benefits of Roth accounts. However, they're not the best choice for every ...

Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite ...