In addition to federal tax breaks, many states offer additional tax benefits to residents who contribute to in-state plans.

But how much is the minimum withdrawal on, say, a $250,000 individual retirement account? It varies with age. The older you ...

If you're strategic about your retirement account withdrawals, you can potentially minimize the taxes you'll pay on your ...

With a great deal of capital saved up at the relatively young age of 45, it’s more than worthwhile to strategize ...

While required distributions can be taken in the form of a transfer of stocks, bonds, funds, or other assets from an IRA (called an in-kind distribution), most people will receive the RMD in the form ...

As soon as you receive an inheritance, it gives you all the hope in the world that you are in a better financial situation ...

Do funds in a Roth IRA get the benefit of a stepped-up basis for my heirs when I die? – Ed No, the cost basis of the assets held within your IRA will not step up or reset to their current market value ...

Predict Your Passive Income With the Power of Dividend Growth - In the world of dividend investing, few ETFs have earned as ...

A Roth conversion can cause your Medicare premiums to surge. That's the bad news. The good news is that this surge will be ...