"For Love & Money" answers your relationship and money questions. This week, a reader is suspicious of the handling of her ...

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 ...

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 ...

Required Minimum Distributions (RMDs) might sound like a routine part of retirement planning, but they're anything but simple. The IRS rules are layered with exceptions, deadlines, and technical ...

Starting in 2024, employer-sponsored Roth accounts such as the Roth 401 (k), no longer have required minimum distributions. This change aligns the withdrawal rules for employer-sponsored plans with ...

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 ...

If you’ve just inherited an IRA, you’re likely asking what to do next — and how to avoid an unexpected tax bill. An inherited IRA lets you keep assets in a tax-advantaged account, but the clock starts ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. For working age Americans who have stashed capital away ...

Q: Ira, ask Andy Elisburg about the rules that prevent the Heat from signing another player, like Precious Achiuwa, and now the Rockets can’t replace Fred VanVleet. Why wouldn’t the NBA want to allow ...

Leslie chose the third option — keeping the money in her husband’s employer plan — because it seemed simplest. But by doing so, she unknowingly limited her choices and exposed herself to the plan’s 10 ...