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

People with Roth IRAs generally have to wait five years before withdrawing earnings from their account. But the devil is in the details, and for this particular rule, getting those details can be ...

Few people would complain about receiving an inheritance, including one in the form of an IRA. However, if you do inherit the retirement plan of a loved one, there are some rules you have to follow ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The aftermath of a loved one’s passing is a somber ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Investing money in a brokerage account is a valuable ...

I’m sorry to hear about your mom's passing. Required minimum distributions (RMDs) from inherited IRAs are one of the most confusing things that most people will have to deal with. That's partially ...

If you want the flexibility to be able to tap into your retirement savings if needed, the Roth IRA is your best bet. You can ...

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 ...

Q: I recently inherited a regular IRA and a Roth IRA from my mother. I’ve heard something about a 10-year rule for my future distributions. But, I’m confused about how it all works from a tax ...

In our latest installment of Man vs. Machine, we asked ChatGPT the following question: Why do traditional IRAs present unique problems in an estate planning context? And then we asked Sarah Brenner, ...

Investing money in a brokerage account is a valuable starting point to building long-term wealth, especially if you're also capitalizing on retirement accounts. You can build your own wealth and pass ...