I’m 72 and I have a 401(k). I realize that RMDs kick in when I turn 73 next year, but as I’m still working, I don’t need them ...

My father passed away in 2016 at the age of 67 and my mother inherited his traditional IRA. She is treating it as her own. He ...

For retirees, managing taxes and giving back to the community can go hand in hand — especially when it comes to Required Minimum Distributions (RMDs). Many people assume that charitable ...

If you’re looking for a tax-savvy way to deal with you required minimum distributions (RMDs), converting them into a Roth IRA ...

The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury ...

Turning 70 is something to celebrate. By that age, you've no doubt had your share of experiences and learned a lot of things ...

Although the traditional and Roth plans may sound quite different, the conventional argument is that they offer virtually identical tax benefits. Unfortunately, the easiest way to demonstrate this ...

In the New Jersey Law Journal's Trusts and Estates/Wealth Management learn about directed trusts for special needs planning, ...

Almost four years after the SECURE Act went into effect, plan administrators, tax practitioners, and certain inherited IRA ...

The April 1, 2025, deadline for required minimum distributions (RMDs) is fast approaching for retirees who turned 73 in 2024.

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If you’ve inherited an individual retirement account, costly mistakes could shrink your balance. Here’s how to preserve your ...