When writing about taxation of retirement accounts, I've referred to IRS Publication 590- B many times, as it provides guidelines to taxpayers for handling required minimum distributions from ...

Asset location—meaning, which account investors use to house their assets—is important to consider alongside asset selection.

Each of our properties are worth over $1 million' "Our primary home has a $300,000, 15-year refinance mortgage with 10 years remaining at 2.5%." (Photo subjects are models.) Dear Quentin, I am a ...

When the IRS first put out Publication 590-B in 2021 for the 2020 tax year, it offered an example that implied someone (a non ...

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

Having to navigate the complexities of inherited retirement accounts can add to that stress. But understanding your options can help you avoid a big tax bill — particularly if you inherit a ...