You Searched For "inherited ira" and got 20 results
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6 mins read
Inheriting an IRA? Here are all the options and withdrawal rules beneficiaries should know
An inherited IRA is established with funds bequeathed from a deceased person's IRA or 401(k). Benef…
Lee Huffman
5 mins read
What is the Roth IRA 5-year rule? Important guidelines for withdrawing IRA earnings
The Roth IRA 5-year rule applies in three situations: withdrawing account earnings, converting a tr…
Janet Berry-Johnson
7 mins read
9 ways to withdraw money early from your IRA - without paying a penalty
IRAs were designed as a tax advantaged way to encourage individuals to save for retirement. You can…
Walecia Konrad
3 mins read
Passing down an inheritance? Here's how to handle these 4 complicated assets — including houses and retirement funds.
Some of the most common assets in an inheritance plan come with legal and tax complications. Here a…
Christine Ji
2 mins read
PIMCO sees 4 reasons why yields are going negative
According to PIMCO, negative yields could be 1) "a consequence of active monetary policy (with the …
Jonathan Garber
5 mins read
Investors Should Look For Fund Managers With Skin In The Game
"When we buy a business, we aren't thinking 'What's our exit strategy?" or "Are we going to find a …
Stephanie Yang
2 mins read
SMART INVESTOR: Roth IRAs Aren't Always The Perfect Way To Save For Retirement
Anyone who doesn't want to pay the income tax upfront. Piershale himself admits the thought of conv…
Mandi Woodruff
2 mins read
Here are the key differences between a Roth IRA and a traditional IRA
As with most things personal finance, there's no one, clear "winner" between the two. It depends on…
2 mins read
7 Times You Can Take Money From Retirement Savings Without Fees
As the IRS puts it, you don't have to pay the penalty if you're using the funds to "buy, build, or …
2 mins read
The Way Banks Have Dumped Is A 'Classic Capitulation' That Could Soon Reverse
A survey from the Institute for Private Investors (IPI) showed that its "ultra affluent members" ar…
Mamta Badkar
3 mins read
Millionaires are using apps to manage their retirements
Stefan Zeisberger, assistant professor in the College of Business at New York's Stony Brook Univers…
Jonathan Garber
5 mins read
Understanding Roth IRA withdrawal rules helps you avoid taking money too soon, triggering taxes and penalties
Roth IRA withdrawal rules are more flexible than those for traditional IRAs, but you don't get a fr…
Jean Folger
4 mins read
A Gold IRA is a special retirement account that allows you to invest in gold bullion and coins — here's how it works
A Gold IRA is a self-directed retirement account allowed to hold physical precious metals, unlike s…
Jean Folger
3 mins read
The case against completely merging finances with your spouse
For example, maybe the ex-couple has underage children and they need to protect the cost of a colle…
Shana Lebowitz
5 mins read
Opening a Roth IRA for your kids offers investment options, tax-free growth, and a great lesson in how to save
A Roth IRA for kids can help young wage-earners save for retirement, a first home, or their educati…
Jean Folger
9 mins read
8 ways to give your grandkids money without sacrificing your retirement savings
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Alexis Rhiannon
5 mins read
A self-directed IRA gives you control over a greater choice of investment options, but it also means more responsibility and risks
A self-directed IRA (SDIRA) can invest in assets that are off-limits to regular IRAs. You directly …
Jean Folger
9 mins read
3 steps to start building your own retirement plan
Experts recommend planning for retirement as early as possible. These 4 steps can help guide you to…
Alexander Webb
7 mins read
Here are 5 steps to opening an IRA to start saving for retirement
You can open an IRA, or Individual Retirement Account, via several kinds of institutions, including…
Aly J. Yale
6 mins read
An IRA is one of the best ways to save money for retirement. Here's exactly how to open one.
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…