Ira

Learn why beneficiary designations override your will and how to properly designate beneficiaries for retirement accounts, life insurance, and other assets.

Compare SEP IRA and Solo 401(k) retirement plans for self-employed individuals. Learn contribution limits, tax advantages, and which plan is right for your business.

A rollover done right costs nothing. Done wrong, it can cost you thousands in taxes and penalties — plus retirement money you can never get back. Learn how to move your funds safely.

Pay taxes now or pay taxes later? The answer isn't as obvious as it seems — and getting it right can mean tens of thousands more in retirement income.

New inherited IRA rules hit most non-spouses with a 10-year deadline. Learn your beneficiary category, avoid costly mistakes, and plan smart distributions.