Browsing: IRA

Greg Hinsdale | The Image Bank | Getty ImagesInheriting an individual retirement account is a windfall for many investors.However, a lesser-known change for 2025 could trigger…

Wife holds wedding ringgetty Should you rollover a spousal inherited IRA or just leave it? This is likely just one of the many decisions that has…

getty Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of little-known rules that are…

Recent columns have discussed Roth IRA conversion including some of the pitfalls and mistakes traditional IRA owners make when performing Roth IRA conversions. The 2024 final…

Dear Penny, I will soon be 90 years old. My wife passed in 2017, and I inherited her IRA account. I now withdraw $1,200 every three…

getty The gift-giving season is upon us, and if you’re like many, you’ll be looking for a last-minute gift that isn’t the same-old, same-old. This year,…

Roth IRAs have gotten much attention in the financial media over the last few years. The idea of receiving tax-free income in retirement via Roth IRAs…

Eleganza | E+ | Getty ImagesThe best tax brackets for Roth conversionsWhen crunching the numbers for a Roth conversion, you’ll want to consider how the transfer…

When you inherit an IRA, it’s more than just a financial windfall, it’s a responsibility. The rules governing inherited IRAs are complex and can significantly impact…

Srdjanpav | E+ | Getty ImagesMore from FA Playbook:Here’s a look at other stories impacting the financial advisor business.When a Roth conversion is completed, you’ll owe…