This guide provides actionable tips for busy executives on building and protecting their wealth. Learn how to utilise ...

This is Kyle Woodley, the editor of Retire With Riley, and if you actually made the choice to read this article, let me just ...

Similar to a 401(k) or IRA ... case all the primary beneficiaries are deceased when you pass away. Designating beneficiaries is an important task, as is keeping your designation up to date ...

Since distributions will be required upon Mortimer’s death (although only the Roth account would enjoy tax free distributions and carry a different rule), the traditional IRA and the annuity IRA will ...

Mortimer was a good saver and had amassed the following three accounts: A traditional IRA worth $1,000,000 ... next to Sebastian’s name on the beneficiary form, his share would actually go ...

Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come.

Slott, who is widely regarded as America's IRA expert, explained that IRAs were a good idea when they were first created. "You got a tax deduction, and beneficiaries could do what we used to call ...

An inherited IRA is a type of retirement account that is passed on to a beneficiary after the original account holder’s death. The key feature of an inherited IRA is that it allows the ...