Ask the Expert: Leaving an IRA to a minor

Explaining the age of majority, RMDs and the tax implications.

1m read
Ask the Expert: Do I have to pay state tax on 401(k) and 457 plan distributions?1m read
Ask the Expert: Social Security and the widow benefit1m read
Ask the Expert: How will parents' retirement will affect their disabled child's benefits?1m read
Ask the Expert: When must we take RMDs from an inherited trust?1m read
Ask the Expert: Do I have to pay state tax on 401(k) and 457 plan distributions?1m read
Ask the Expert: Social Security and the widow benefit1m read
Ask the Expert: How will parents' retirement will affect their disabled child's benefits?1m read
Ask the Expert: When must we take RMDs from an inherited trust?1m read
Ask the Expert: What are the RMD rules for a Roth IRA?1m read
Ask the Expert: Should I wait to my full retirement age to take Social Security?1m read
Ask the Expert: If I move out of state, will my pension be taxed?1m read
Ask the Expert: When to take a spouse's Social Security benefit, and the income tax statute of limitations1m read
Ask the Expert: If I have a Roth IRA, do I have to take RMDs?1m read
Ask the Expert: Do I owe state taxes on my retirement income?1m read
Ask the Expert: Spousal rules for inherited retirement accounts1m read
Ask the Expert: Which retirement accounts require you to take RMDs?1m read
Ask the Expert: Explaining the 5-year rule for Roth IRAs1m read
Ask the Expert: When must I withdraw funds from an inherited IRA?1m read
Ask the Expert: Can I convert my RMD into a Roth IRA?1m read
Ask the Expert: Rules for Roth IRAs if you're over 59½1m read
Ask the Expert: If I collect Social Security, how much will I owe in taxes?1m read
Ask the Expert: My son inherited an IRA. What does he owe?1m read
Ask the Expert: Explaining New York's tax breaks for pensions, Social Security1m read
Ask the Expert: Explaining Roth IRA conversions1m read
Ask the Expert: Can I switch from my late spouse's Social Security to my own?1m read
Ask the Expert: HSA contributions and signing up for Medicare1m read
Ask the Expert: Smart giving to adult kids from your IRAs1m read
Ask the Expert: How should we distribute funds to adult children?1m read