If you’ve been designated as the beneficiary of a traditional or Roth IRA, it’s important that you understand the special rules that apply to “inherited IRAs.”
A slew of factors, including low interest rates, increasing longevity and insurance company pricing blunders, have led to an industry on the skids. Will hybrid products save the day?
When Frederick Feil took out a reverse mortgage on his Howard Beach home, he thought he was ensuring a comfortable future — not putting himself at risk of becoming homeless
Wrap fee programs—when investment advisor “wraps” a portfolio’s advisory fees and commissions into a single, all-inclusive fee—are designed to protect clients from churning.
A new report by financial advisor and Nerd’s Eye View blogger Michael Kitces reveals that most people will never draw down their retirement portfolio. Why?
For nearly a decade, the rules allowing for a tax-free Qualified Charitable Distribution directly from an IRA to a charity have been on-again, off-again, a part of the infamous Tax Extenders that would lapse and be reinstated every other year.