Inherited a Roth IRA? Here's What to Do Now

If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries ...

I’m my late husband’s 401(k) beneficiary and his employer is forcing me to take distributions — what can I do?

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

My late husband left me as his 401(k) beneficiary — but now his employer is forcing me to take distributions even though I’m not ready. What do I do?

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.
Financial Advisor

When A Retiree 401(k) Rollover Is A Bad Idea

Investors who are considering a rollover should check to see what features their 401 (k) offers and weigh those against the cost difference to determine whether a rollover might be beneficial,” said ...

‘This shutdown is making me nervous’: I need to take RMDs from an inherited IRA. Is it a bad time to reinvest them?

The shutdown is making me nervous. I was planning to take the withdrawal, pay the taxes due and reinvest what’s left in my brokerage account. But what’s the best thing to do with that money right now?