Making Roth IRA Contributions While Receiving a Pension

Thanks to the SECURE 2.0 Act, the age for required minimum distributions is going up. However, don't automatically assume you'll benefit from this change.

By Jackie Stewart Published 26 December 22

tax deadline Many taxpayers know that October 17 is the due date for filing an extended tax return, but there are other tax deadlines on this date.

By William Neilson Last updated 13 October 22

Spam texts are surpassing robocalls as the preferred choice of scammers. Here’s how to avoid being a victim.

By Elaine Silvestrini Last updated 7 October 22

Be aware of the IRS rules when lending or giving your kids money to help them achieve their dream

By Patricia Mertz Esswein Last updated 4 October 22

Tax Breaks If you’ve dutifully socked away money in a 401(k) or IRA for years, you could be in for an unpleasant shock when it comes time to take money out of those accounts. Also, the IRS is sending out a surprise round of checks.

By David Muhlbaum Published 12 September 22

retirement planning A warning to high earners and super savers: That massive 401(k) or traditional IRA that you worked so hard to build may become a big problem in retirement, resulting in huge tax bills and Medicare surcharges. Here’s what you need to know, and what you can do about it.

By David McClellan Last updated 11 October 22

IRAs Before pulling money out of retirement accounts early, check the rules. The exceptions to penalties can differ depending on which type of account you’ve got.

By T. Eric Reich, CIMA®, CFP®, CLU®, ChFC® Published 2 August 22

IRAs It may sound like it makes sense, and it might be easier than picking a person (or two) to name, however there are some serious downsides to naming your estate as the beneficiary for your IRA.

By T. Eric Reich, CIMA®, CFP®, CLU®, ChFC® Published 27 July 22