I was left $200,000 in an IRA Beneficiary Distribution Account (BDA) when my father passed. I have 10 years to withdraw this money. I'm at the 35% federal tax rate currently and plan to make a similar ...

My paternal grandfather passed away in October 2022. I was 18 at the time and wasn’t involved in much of the discussion ...

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

In this week's Ask the Editor Q&A, Joy Taylor answers more questions about the use of qualified charitable distributions (QCDs) in end-of-year tax planning.

13 grandchildren are set to inherit a family farm currently shared by 7 siblings, but disagreements over upkeep payments ...

Heirs facing stricter withdrawal deadlines may owe more to the IRS than expected. IRVINE, CALIFORNIA / ACCESS Newswire / September 22, 2025 / The Internal Revenue Service (IRS) is reminding taxpayers ...

When you don't have a choice about a financial transaction, you're at the mercy of the market The current government shutdown shouldn't be your main concern when reinvesting RMDs. Dear Fix My ...

The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

When they retire, most clients roll their 401(k)s over to an IRA, or to several IRAs. It’s an easy thing to do. But is it always the right thing to do? Not always, advisors say, cautioning that it’s ...

More advisors are finding themselves in a gray area. “Gray divorce,” that is.