Inheriting a retirement account can be complicated. With a retirement account that you opened, you’re referred to as the original owner. You can contribute to this portfolio, manage it as you see fit, ...

The financial aspects of retirement planning are complex and involve many unique factors that impact savers in countless ways. The choice to use a 401(k), Roth IRA, or some other tax-advantaged ...

Over the 17 years between now and retirement, that $50,000 inheritance could grow to nearly $164,000 at a 7% growth rate. If ...

When Leslie’s husband died in late 2022, she was devastated, but grateful he had left behind a 401(k) with nearly $350,000 in retirement savings. After taking time to grieve, she contacted the ...

If you're planning to pass down a 401(k) to your children, you're not alone. Many retirees want to ensure their hard-earned savings benefit the next generation. But when it comes to required minimum ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. MoMo Productions / Getty Images Your 401(k) passes to the person you ...

For example, some beneficiaries choose to only take the RMDs and end up with a large remaining balance in year 10, which then ...