A house is a big investment, so it’s important to do the research and develop some checklists that can help them compare and evaluate the options available to them.

There are good reasons why you should take your RMD now instead of waiting.

Here are a handful of transactions where a 1% shortfall can cause the entire house of baseball cards to come tumbling down.

If I retire in the year when I turn 73 (or older) and want to directly roll over my 401(k) funds to an IRA, do I have to first take a required minimum distribution (RMD) from my 401(k)?

In June 2014, the U.S. Supreme Court ruled that inherited IRAs are NOT protected in bankruptcy under federal law, citing three primary characteristics of inherited IRAs were not features of a “retirement” account.

A recent survey found that about one-third of Americans plan to retire in their current city. A key factor in decisions about where to retire is financial security.

See what you know about the Super Bowl and game day gatherings by taking this brief quiz.

One interesting legislative proposal that has surfaced to cover the cost is the possibility of requiring Health Savings Accounts (HSAs) to be made on a Roth basis.

Do you get a separate elective deferral limit for your pre-tax and Roth contributions to each plan?

Here is some basic information about RMDs. It is offered with the caveat that RMDs have complex rules.

There are a number of restrictions when it comes to moving money from a 529 plan to a Roth IRA.

Monday was Inauguration Day. We also have a new Congress. When it comes to retirement accounts, one rule that the new Congress should consider changing immediately is the income limit rule that applies to Roth IRA contributions.