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The Savings Game: Explaining successor beneficiaries
Herald & Review· 2 days agoQ: Can you explain the regulations regarding successor beneficiaries of IRAs? A: A successor beneficiary is the beneficiary who is the named beneficiary of an individual who has inherited an ...
Millions of Americans are set to lose a popular 401(k) benefit — are you one of them? Here's what it...
MSN News· 5 days agoThis will affect employees trying to “catch up” on retirement savings.
Liz Weston: How can I ensure unhappy heirs don't challenge my estate plan?
OregonLive.com· 6 days agoDear Liz: I have an adult daughter by a previous marriage who has no savings or retirement funds. Do...
Suze Orman says an HSA is ‘one of the best retirement accounts out there.’ Here’s why she thinks...
AOL· 4 days agoYou're probably quite familiar with 401(k)s and individual retirement accounts (IRAs), but have you ever considered a health savings account (HSA) for your retirement years? Financial advisor ...
5 Secrets of Roth IRA Millionaires | The Motley Fool
The Motley Fool· 2 days agoA Roth IRA can be the most powerful and flexible of retirement plans. This can be useful if one spouse is between jobs or taking time off from paid work to raise the kids or help with an aging parent.
Jason P. Tank: Inherited IRA, losses and donations
Traverse City Record-Eagle· 5 days agoDoes the 10 year Inherited IRA rule apply to me? A: Given the year of your aunt’s death, you are not subject to the 10-year Inherited IRA rule. Starting...
Restricting access to an inheritance can be tricky
U-T San Diego· 5 days agoDear Liz: I have an adult daughter from a previous marriage who has no savings or retirement funds. Do I need a trust attorney? Unhappy heirs may be more likely to challenge an estate plan, ...
