If you inherited an IRA from someone who died in 2019 or earlier, you're probably confused about the rules. You're ...

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

The IRS on Jan. 15 issued two updated safe harbor explanations that plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover ...

I’m 68 and recently retired and have about $1.4 million in accounts intended for retirement ($1.2 million in a Traditional IRA and $110K in a Roth). I also am receiving about $47,000 annually in ...

Each year, American retirees lose approximately $1.7 billion in IRS penalties for not taking their required minimum distributions. According to Vanguard, around 6.7% of its clients missed their annual ...

Picture this: James is 58 years old. He's built up about $1.5 million in retirement accounts and still has a modest mortgage on his home. He doesn’t love the idea of carrying debt into retirement, and ...

Plus: Tax refunds, filing for free, car loan interest, Britney Spears goes to Tax Court, snowbirds suffer a defeat, Taxes ...

A gold IRA lets you hold physical gold in a retirement account. Learn how gold IRAs work, what they cost and how to open one ...

If you withdraw money from your traditional IRA before age 59½, you will likely have to pay a 10% penalty on top of regular ...

With 2026 almost here, it’s time for New Year’s tax resolutions. This year, I suggest readers focus on three issues likely to confuse them, based on Tax Report’s reader mail and comments. These are ...

Britain would be at risk of recession if Donald Trump presses ahead rapidly with his latest tariff threats, economists have ...

Trina Paul is a Breaking News and Personal Finance Writer at Investopedia, covering topics like retirement, consumer debt, and retail investing. She focuses on making complex financial topics ...