When inheriting an IRA, it’s important to make the right moves to avoid unnecessary taxes and penalties.
An IRA-based annuity could help your clients boost their long-term care protection.
If you're on Medicaid, there are strategies to protect certain assets.
The tax ramifications of that decision should be discussed with a financial professional, as should any aspect of using a nondeductible IRA as a strategy, as the application can be complex and should be undertaken only with a full understanding of how the strategy fits into an individual’s financial planning goals.
Dear Carrie,My wife and I are both over 63 and want to purchase a primary residence for our retirement. Can we use money from our IRA for the down payment? If so, are there any tax issues? —A Reader Dear Reader,It’s great that you and your wife are thinking ahead about where you’ll live in retirement. [...]
Is Alzheimer's inherited and when will I get it? That can be a fearful question in some families, yet you can still live a long and happy life.
Rising health care costs are one reason to keep saving and investing.
Saving for this season of life is crucial to your well-being. So how long can you contribute to a self-directed IRA? The answer is, as long as you have active income.
KHN’s consumer columnist responds to a reader who is living off savings and wants to find a way to qualify for subsidies on the health insurance marketplace.
If you have a loved one who has been diagnosed with Alzheimer’s, you may have wondered which inheritable traits you should know about. Learn more from a recent Harvard Health article that provides the answers to this and other common questions about the genetic link to the disease.
Don’t know how an IRA works? It’s much easier to understand than you may think.
You may be able to postpone taking your first required distribution from an IRA until the following year, but that can trigger a bigger tax bill.
Most small businesses employing 100 people or fewer can utilize the SIMPLE IRA.
How can investors choose the right Self-Directed IRA for them? It might be a bit more subtle than you thought. A Self-Directed IRA...
More people use Self-Directed IRAs than you might imagine. When a lot of investors hear about Self-Directed IRAs, they tend to wonder.
Your first step in the journey is to choose and open the kind of Self-Directed IRA you want to have. Ideally, by this time...
That is why we have decided to put together some of the most important points about Self-Directed IRAs for anyone who feels that they are...
Let us take a closer look at the specific benefits of Self-Directed SIMPLE IRA plans and why so many people turn to them.
Why DAFs have become an ideal beneficiary of an IRA.
Learn how the magic of compounding helps grow an individual retirement account (IRA). IRAs are one of the most proven ways to grow investments over time.
Q: I have several IRAs with various brokers and a couple of 401(k) accounts at previous employers. I have been thinking I should consolidate them into a single IRA. Is there any benefit to keeping …