I’m in my 70s. Should I take the tax hit and withdraw all of my inherited IRA to avoid required minimum distributions?

Recently, I’ve wondered if it makes sense to transfer the inherited IRA to a non-retirement account, take the tax and ...
Finance & Commerce

Taxable accounts could be smarter choice for investors

Being advised to max out your 401(k)is Personal Finance 101. But is that universally solid guidance? Tax-sheltered retirement plans offer the convenience of automatic investments and tax breaks — ...
News Tribune

401k, IRA, XYZ — what are all those accounts in my portfolio?

We in the financial planning world love our acronyms: 401k, IRA, TSP, RMD, S&P500 and many more. You likely have an alphabet soup in your investment portfolio. Let's do some de-coding. Essentially, ...