There is a branch of economic study called Narrative Economics, which postulates that viral stories (narratives) influence human behavior and move the economy.

When a trust is named as beneficiary of an IRA, several possible negative issues may be introduced.

Most probably know about the SECURE 2.0 Act provision permitting 529 funds to be rolled over to Roth IRAs. But this rollover opportunity comes with several restrictions.

Think your IRA is all yours? Think again. It’s actually a joint account with Uncle Sam—and one wrong move could cost you thousands in unnecessary taxes.

Housing is expensive, but renting isn't cheap either.

Don’t miss out on Roth IRA benefits by making mistakes when you take a distribution. Here are five steps for tax-free Roth IRA distributions.

The plan RMD must be taken prior to any rollover. If the plan RMD is erroneously rolled over, it is now an excess contribution in the IRA, and that error must be corrected.

Last week, the U.S. government closed after Congress failed to pass a temporary funding measure to keep it open.

October is here, meaning fall is in full swing. With that comes with four important October 15 deadlines you will not want to miss!

Normally, if you declare bankruptcy, your IRA funds are completely off limits to bankruptcy creditors. But this isn't always the case.

The Ig Nobel prizes were devised to highlight research that makes people laugh, then think.

Traditional and Roth IRA owners often get confused about the distributions they take from their IRAs.