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

Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...

Losing a spouse is an incredibly tough experience as it is. Untangling their finances after they pass away only adds to the strain — particularly when it comes to retirement accounts. Imagine Stan, a ...

Your adult children may covet your 1950s baseball-card collection, but unless there’s a mint-condition Willie Mays or Ted Williams in the stack, it won’t mean much to their financial security. An ...

Knowing these rules can help you avoid big penalties or unnecessary withdrawals. Unfortunately, the government won't let you keep growing your savings tax-free forever. Eventually, it imposes required ...