New IRS rules for inherited IRAs became effective last year. Pay attention to avoid a 25% penalty and a "tax bomb".

Sharon Epperson explains advantages of a Roth IRA.

Under the SECURE Act, signed into law in December 2019, most nonspouse beneficiaries must withdraw all the money from an ...

If you inherit a tax-deferred retirement account, like an IRA or a 401(k), you’ll pay income taxes on the money when you withdraw it. Those withdrawals are subject to your marginal tax rate, not the ...

Step is an “all-in-one money app” aiming to bring financial literacy and independence to its users. Founded in 2018, it ...

The S&P 500 is losing momentum following a three-fold run since its bottom in March of 2020. Lastly, the Shiller CAPE Ratio ...

UnitedHealth Group Incorporated (NYSE:UNH) is included among the 13 Best Roth IRA Stocks to Buy Now. On February 5, Mizuho ...

Recent research supports moving away from rigid withdrawal rates. Morningstar’s December 2025 analysis recommends a 3.9% starting safe withdrawal rate for new retirees with a 30-year horizon—not 4%.

As the cryptocurrency sell-off intensifies, make sure you're making the right choice between buying Bitcoin directly or a ...

President Donald Trump said he's not in favor of using 401(k) money to buy houses, despite one of his top economic advisors saying such a plan was in the works.

Major stock indexes rose Tuesday, with the Dow Jones Industrial Average setting a record for a third straight session. Meanwhile, Treasury yields ticked lower after delayed U.S. retail sales data for ...

The other big disadvantage of delaying is that year-end gets busy; delaying RMDs can heighten the risk of missing a distribution and having to pay a penalty. Another risk, especially for older ...