A rule about how many IRA-to-IRA “rollovers” a taxpayer can make in a single years has changed and taxpayers should be aware of it to avoid unnecessary taxes and penalties.  ...

The terms 401(k) and individual retirement account (IRA) are bandied about quite a bit when discussing retirement planning, but what are the actual differences between the two?...

A new rule is allowing investors to use annuities in retirement to help save on taxes. The IRS now gives Individual Retirement Account (IRA) owners the ability to invest in annuities inside their retirement accounts without worrying about minimum distributions.

President Obama has proposed new rules to require financial advisers to act in the best interests of their clients. ...

Annuities can be valuable retirement and longevity planning tools, but they are complex financial products that can be misused. ...

Do you want to use your IRA to help a charity, but also benefit your heirs? Instead of leaving your IRA directly to your children, you can leave it to a charitable remainder unitrust (CRUT) while still benefiting your children.

The oldest of the 75 million baby boomers have begun turning 70 in 2016. If you are among them, the IRS will likely be expecting you to start cashing out your tax-advantaged retirement savings that you may have spent decades building...

For many Medicaid applicants, individual retirement accounts (IRAs) are one of their biggest assets.

The Department of Labor has issued new rules intended to prevent financial advisors from steering their clients to bad investments by requiring advisers to act in the best interests of their clients.