Trading options in a retirement account such as an IRA may be possible, but is it a safe thing to do? Experts generally advise against trading options in an IRA because of the high risk involved. That ...

The owner of a Roth IRA can trade options using funds in the account, but restrictions and risks make the strategy unlikely to meet the objectives of most investors. A Roth IRA is a tax-advantaged ...

The simplest and most common solution is to take all of the accumulated funds in the retirement account as a single payment so that you can move on. Anyone who inherits an IRA can choose a lump sum ...

Every week, Allworth Financial’s Amy Wagner and Steve Hruby, CFP ®, answer your questions. If you, a friend, or someone in your family has a money issue or problem, feel free to send those questions ...

Amanda Han, Author & CPA at the Award Winning Keystone CPA, Inc. - Specializing in tax strategies for real estate investors nationwide. It's time to break free from the notion that your IRA funds must ...

In a recent monthly column, Ed Slott reviewed the options of a young widow who is the beneficiary of an IRA. Following is a summary of the two main options available to a widow in this position. The ...

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