Topic: Individual Retirement Accounts

Prepare for the Retirement Tax Bite

When the time comes to tap your tax-deferred retirement accounts, Uncle Sam will be waiting for his share.When the time comes to tap your tax-deferred retirement accounts, Uncle Sam will be waiting for his share.EDITOR'S NOTE: This article was originally published in ...
There are exceptions to the rules that require you to keep money in retirement accounts until age 59˝.There are exceptions to the rules that require you to keep money in retirement accounts until age 59˝.I’m 56 years old and about to retire. ...

Tap IRAs Penalty-Free

You can take money from a traditional IRA penalty-free at any age if you follow certain rules.You can take money from a traditional IRA penalty-free at any age if you follow certain rules.I’m 56 years old and about to retire. Is there ...

Convert to a Roth IRA in Retirement?

You'll have to pay tax on the conversion, but all the money you withdraw comes out tax-free.You'll have to pay tax on the conversion, but all the money you withdraw comes out tax-free.I retired this year. Would this be a good time ...

Donating IRA Distributions to Charity

You can avoid a tax bill on required IRA withdrawals if you use the money to make charitable contributions.You can avoid a tax bill on required IRA withdrawals if you use the money to make charitable contributions.I turned 70˝ this year, so ...

Withdrawing Money From an Inherited IRA

Learn your options and understand how the distributions will be taxed.Learn your options and understand how the distributions will be taxed.My brother passed away, and I am the beneficiary of his traditional IRA. What are my options for withdrawing the money, and ...

Invest Your IRA in Real Estate?

Success stories prove you can. But it\'s not for the faint of heart.Success stories prove you can. But it\'s not for the faint of heart.Painful memories of the bear market and continued frustration over low interest rates have a lot of investors ...

8 Financial Gifts for Mom

This advice will help you give your mother a money makeover.This advice will help you give your mother a money makeover.Americans will spend an average of $140.73 on gifts this Mother’s Day, reports the National Retail Federation, with flowers, restaurant meals, clothing ...

FAQs About Required IRA Distributions

Here's what you need to know about when you have to start taking mandatory withdrawals.Here's what you need to know about when you have to start taking mandatory withdrawals.I’ve received a lot of questions recently about required minimum distributions from IRAs. Here ...

Skip TIPS for Now

Income investors should look at mortgage securities and corporate and emerging-markets bonds.Income investors should look at mortgage securities and corporate and emerging-markets bonds.When is the best time to buy Treasury inflation-protected securities: when inflation is low, as it is now, or when ...
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