The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

Many employer-sponsored plans offer limited investment options, which can stunt growth. But participants considering ...

Readers ask about managing inherited property among a group, mistaken health savings account withdrawals and the taxability ...

Liam generally has 10 years from the date of his sister’s death to fully withdraw the funds from the inherited 401 (k), once it's transferred into an inherited IRA. All withdrawals are subject to ...

Investors who are considering a rollover should check to see what features their 401 (k) offers and weigh those against the cost difference to determine whether a rollover might be beneficial,” said ...

The shutdown is making me nervous. I was planning to take the withdrawal, pay the taxes due and reinvest what's left in my brokerage account. But what's the best thing to do with that money right now?

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 ...

There are a couple of different sets of rules around inherited IRAs and you're subject to theleast flexible. While there are more options for a spouse or someone who's chronically ill ordisabled, a ...

I'm a widow in my early 40s with three children. My youngest is a special-needs child still in school, my second is finishing high school and my oldest is in nursing school. I work full-time and I'm ...

Q: Great, so more mediocrity. – Tony. A: This was in response to Tuesday’s news that Precious Achiuwa is being added to the Heat’s camp roster. First, what exactly do you expect of a 15th roster ...

Q: Ira, Jaime Jaquez Jr. regressed as much as any player this side of Terry Rozier, so why would the Heat pick up his option before seeing if he gets it? – Paul. A: First, the deadline for such ...