Your Will Alone Won’t Guarantee Your Money Goes to Your Heirs

[ad_1] Sept. 30, 2023 9:00 pm ET Listen to article (2 minutes) When Dr. James Rocconi’s third wife left him, he rushed to update his will and other estate-planning documents…

A Tax Break Worth the Hassles

[ad_1] Older Americans can still reap tax breaks from donating to charity, even if they aren’t itemizing deductions. The secret: a ‘qualified charitable distribution’ from a traditional IRA. [ad_2] Source…

These Teens Opened Roth IRAs Before They Could Even Vote

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Roth vs. Traditional 401(k): Where to Put Your Money for Retirement?

[ad_1] Thousands of companies have added Roth 401(k)s to their retirement plans. Getting the math right is proving tricky. [ad_2] Source link

Parents Have a New Incentive to Fund ‘529’ Plans

[ad_1] Starting next year, 529 investors will have more flexibility in rolling leftover money into Roth IRAs. [ad_2] Source link

High Earners 50 and Up Get Two-Year Reprieve From IRS on 401(k) Rule

[ad_1] Roth-style catch-up contributions now won’t be mandated until 2026, not 2024. [ad_2] Source link

Stock Market Rally Makes More 401(k) Savers Millionaires

[ad_1] The average retirement saver with a seven-figure balance is 59 years old. [ad_2] Source link

Here’s What a $5 Million Retirement Looks Like in America

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Tackling Retirement’s Tricky Tax Questions

[ad_1] IRA and 401(k) tax questions never end, so here are answers to the latest ones from our readers [ad_2] Source link

What Inheritors of IRAs Need to Know About Required Withdrawals

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