IRA Roth

Q: Early this year, I took a required minimum distribution from my IRA. When the pandemic hit and the government suspended RMDs for 2020, I was going to put the money back into my IRA so I wouldn’t have to pay taxes on it. I wanted to get it back into my IRA before the end of the year, but

I don’t know about you, but the rapidly approaching end of 2020 leaves me feeling a bit tired. On one hand, I find it hard to believe that we are already in December. (Didn’t I just put the Christmas decorations away?)

This year has seen tectonic shifts in the world of retirement accounts. Some changes—like the new limitations on inherited IRAs--have received a lot of coverage. While others,

Q: My wife and I would like to give some money to our children to help them prepare to inherit our wealth, but we aren’t sure how to best do that