#retirement accounts
11 stories
Dave Ramsey 401(k) Mistake
Dave Ramsey warns a 401(k) check mistake could cost thousands in taxes.
24/7 Wall St. · 1m
Estate Planning: 6 Documents to Avoid Family Court Hassles
Finalize estate planning documents today to prevent family court disputes after death.
Kiplinger · 2m
Trump Accounts: Child Savings Program Details
Parents automatically enrolled in Trump Accounts for children under 18.
Seattletimes · 2m
Losing Your Job in Your 50s or 60s
Unexpected job loss in your 50s or 60s can derail retirement plans. Here's how to safeguard your savings.
Kiplinger · 1m
Her Husband Is 11 Years Younger, IRS Asks for Smaller RMD
Her husband is 11 years younger than her, and because his name is the only one on her beneficiary form, the IRS calculates a smaller required minimum distribution every year than her neighbor with the same balance.
24/7 Wall St. · 1m
Retirees Can Avoid 25% IRS Penalty With IRA RMD Aggregation
Retirees can pull all required minimum distributions from one IRA while leaving others untouched, avoiding costly IRS penalties.
24/7 Wall St. · 1m
Your winning stock becomes a tax bomb at 73
Required IRA withdrawals force you to sell appreciated stocks and pay taxes, even if you'd rather hold forever.
24/7 Wall St. · 2m
The $78,000 Roth conversion sweet spot
A 64-year-old with $1.3M in retirement savings has until December 31 to convert the right amount to a Roth without jumping tax brackets.
24/7 Wall St. · 2m
Half of Americans in their 60s have $500K saved
New data reveals millions of older Americans have accumulated substantial retirement savings, challenging assumptions about widespread financial insecurity.
Yahoo Finance · 2m
Why working past 73 changes your retirement tax trap
A 73-year-old can delay some retirement account withdrawals by staying employed, but not all of them, and that reshapes how much Social Security gets taxed.
24/7 Wall St. · 2m
Your will won't fix an outdated beneficiary form
The paperwork nobody reviews decides where your 401(k) and life insurance actually go.
Kiplinger · 2m