Do You Think You Can’t Afford A 401(k)? Check Your W-4
Can’t afford a 401(k)? Don’t make that decision before you check your W-4 withholding, especially if you get a tax refund.
Inherit A Roth IRA? Watch Out For Penalties For Missing RMDs
Considering that Roth IRA withdrawals are not taxable neither to the Roth IRA owner nor to the Roth IRA beneficiary, you may think it odd that an excise tax (penalty) applies if someone who inherits a Roth fails to take his RMDs.
Inheriting A Roth IRA? What If You Are An Eligible Designated Beneficiary?
As an eligible designated beneficiary, you can choose between the 10-year rule and the single life expectancy option for your inherited Roth IRA.
Clarifying RMDs For An Inherited IRA
Due to new laws and IRS waivers, taking required minimum distributions from an inherited IRA can bring a lot of questions.
How Does SECURE 2.0 Affect RMDs?
If you turned 72 years old in 2022, are you wondering if SECURE 2.0 allows you to delay your first RMD until you are 73?
Complicated Situations Can Arise Involving 401(k)s When Working After Age 72
Under the still-working exception, you can avoid taking required minimum distributions from your current employer's 401(k) at age 72 or older.
Are You The July 2022 Mega Millions Lottery Winner?
My advice for a big lottery winner? Choose an investment adviser that specializes in managing the ultra-high-net-worth. Or set up your own "family office."
Did You Win The July 29, 2022, Mega Millions Lottery? Watch These Key Dates
If you are the winner of a billion-dollar lottery, there are some important time-related financial decisions you need to make.