Explore options for using a traditional IRA to fund a grandchild's 529 plan, including tax implications and alternative funding strategies for education.

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

In this week's Ask the Editor Q&A, Joy Taylor answers questions on IRAs, 401(k)s and required minimum distributions ...

Before you take your Required Minimum Distribution (RMD), it’s a good idea to plan ahead for what you’re going to do with the money, because once you take it out of your IRA, you usually can’t return ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Required minimum distributions from IRAs and 401(k)s can become a major ...

It pays to calculate RMDs (Required minimum distributions) as you approach retirement or if you are already retired. RMDs are the minimum annual withdrawals you must make each year from most ...

An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...