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Lawmakers’ approvals at the end of 2015 ONCE again brought qualified charitable distributions back to life.

Taxes are a growing concern among clients, particular high-net-worth individuals.

Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs).

Is the Roth IRA Conversion For Me?

Retirement experts say the Roth version has it all over the old-school DC plan; employees still not converting, though.

Looking for silver linings amid the market gloom? Richard Jackson, principal at advisory firm Schlindwein Associates, in Chicago, says Roth IRA conversions may be it.

Questions and answers.

Congress wouldn’t tax Roth IRAs, would it ? So are higher taxes on Roth accounts also on the way ?

There are plenty of hurdles when trying to maximize a client’s retirement savings, making it all the more important to avoid any costly mistakes when managing an IRA.

An attorney suggests putting my IRA into a trust for my 15-year-old son. Since IRAs must be owned by individuals, I am wondering how that might work ?