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

Having to navigate the complexities of inherited retirement accounts can add to that stress. But understanding your options can help you avoid a big tax bill — particularly if you inherit a ...

After years of delays, the Internal Revenue Service is enforcing annual payouts on certain accounts this year.

The SECURE acts introduced several major changes to RMDs over the last few years. The changes impact both retirees and those ...

If you inherit a tax-deferred retirement account, like an IRA or a 401(k), you’ll pay income taxes on the money when you withdraw it. Those withdrawals are subject to your marginal tax rate, not the ...

Dalio Philanthropies joins Michael and Susan Dell, who committed $6.25 billion to be used as seed money for President Donald ...

Here is what retirement account owners need to know as the clock runs out on 2025, and what to prepare for as 2026 appears on the calendar.

This week, most older Americans likely missed out on one of the best tax breaks in the IRS code because they pulled out their checkbooks or fired up their credit cards to give money, instead of ...

USA TODAY reached out to retirees across the country who are living mostly on Social Security, to ask how they were doing.

Most people I talk to haven’t been educated on the difference between Roth IRA vs Taxable Account vs IRA. This is especially true with taxable accounts. Many investors are only familiar with the “tax ...

Many retirees are surprised to learn that their Medicare premiums are not fixed. In fact, a lesser-known factor called the income-related monthly adjustment amount (IRMAA) can significantly increase ...

Self-directed individual retirement accounts (SDIRAs) are traditional or Roth IRAs with expanded investment options.