I Have $1.4 Million in My IRA at 65. What’s the Best Way to Make It Last?
A small business owner looks over her retirement savings and thinks about the future. SmartAsset and Yahoo Finance LLC may ...
Sunday, December 8, 2024
Tag: IRA
Notable 401(k) and IRA plan changes for 2025
Enjoy complimentary access to top ideas and insights — selected by our editors. The Internal Revenue Service introduced changes for ...
Navigating Inherited IRA Rules – Part 1, Ep #228
An inherited IRA is essentially an IRA received by a beneficiary after the original owner passes away. Whether it’s a ...
IRS and Social Security rules for IRA bridge strategy
For some clients, taking distributions from their traditional individual retirement accounts before retirement may be a bridge too far. For ...
Smart Money Podcast: Retirement Rollover Ready? Rules, Risks, and Rewards of 401k and IRA Transfers
Welcome to NerdWallet’s Smart Money podcast, where we answer your real-world money questions. In this episode: Learn the pros, cons, ...
IRS Raises 401(k) Limits, IRA Contribution Rules Remain Unchanged
Internal Revenue Service Building The IRS recently announced a new contribution limit for 401(k) plans in 2025, raising the cap ...
With $218k in My IRA at 67, Should I Start Withdrawals to Avoid Bigger RMDs?
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below. I’m turning 68 shortly ...
Inherited IRA Guide: What It is, How It Works, & Tax Rules
Individual retirement accounts (IRAs) are designed to help you save for retirement, but what happens if someone passes away with ...
SIMPLE IRA vs. 401(k): Understanding the Key Differences
When considering starting a retirement plan, businesses have several options, with the SIMPLE IRA and 401(k) being two of the ...
What Is a Backdoor Roth IRA — and Is It the Right Strategy for You?
Rido / Shutterstock.comDespite its questionable name, a backdoor Roth IRA is a completely legal way to minimize personal taxes. It’s ...
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