In this week's Ask the Editor Q&A, Joy Taylor answers more questions about the use of qualified charitable distributions ...

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

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

Liam generally has 10 years from the date of his sister’s death to fully withdraw the funds from the inherited 401 (k), once it's transferred into an inherited IRA. All withdrawals are subject to ...

With the year drawing to a close, individuals with pre-tax retirement accounts should familiarize themselves with the ...

If you have a Roth IRA, understanding the Roth IRA 5-year rule is critical to avoiding taxes and penalties when you withdraw ...

A new rule is going into effect next year that will affect high earners who make “catch-up contributions” in their 401(k)s or other tax-deferred workplace retirement plans.

If you’re looking for more flexibility in your retirement savings, a self-directed IRA (SDIRA) might be worth considering. Unlike a traditional or Roth IRA that typically limits you to mutual funds, ...

The IRS on Wednesday issued final regulations (T.D. 10034) that remove the associated property rule and similar rules from regulations under Sec. 263A(f) regarding interest capitalization requirements ...

The 2025 tax landscape has changed due to the GOP tax and spending law, referred to by some as the “big, beautiful bill,” signed by President Trump on July 4, 2025. This multibillion-dollar ...

HUNTSVILLE, Ala. (WAFF) - Inheriting assets may provide a new level of financial security, but it may also come with some unexpected tax consequences. Financial expert Jay McGowan from The Welch Group ...

When my mother passed away, I inherited a significant number of Apple shares through an inherited IRA. My overall investments are about $600,000, and Apple now makes up about 50% of my portfolio. My ...