IRAs

A spousal IRA offers a way to stay on track for a healthy retirement. Yet many people don’t know it exists.

A new bill taking shape in Congress is full of popular ideas and backed by both parties. But some experts say it doesn’t go far enough.

The SECURE Act is unclear about whether some inherited retirement accounts have to be emptied out in 10 years or five.

Workers in the U.S. who are increasingly job-hopping these days risk making one of the biggest financial mistakes out there.

When the tax agency said annual withdrawals would be required before an account is drained by year 10, it created a firestorm. Here's what's happening now.

Advisors tend to avoid clients' tax issues when they involve the IRS. It's a missed opportunity to add value.

With prospects for major tax hikes in the rear view (for now), it’s the time to blueprint ways to reduce clients’ taxable income for ‘22.

Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.

Spending down savings is a challenge for many in older age

Technology gives investors more opportunity to diversify than ever, but experts worry about exotic strategies in IRAs.