The Latest Breaking News from IRA

When a loved one passes away, leaving an IRA, most people expect a straightforward process for accessing those funds. But for some beneficiaries, claiming inherited IRA money turns into a legal maze. Suddenly, paperwork piles up, questions about ownership arise, and the bank or brokerage won’t budge without a court…

Fidelity shares 6 smart summer tax strategies to help you save money, reduce your bill and prep for year-end—don’t miss these seasonal moves.

Retirement funds are supposed to be safe. You work for years, save money, and expect those funds to be there when you need them. But sometimes, a court can freeze your retirement accounts. This can happen for many reasons, like unpaid debts, divorce, or legal judgments. Knowing which retirement funds…

COMMENT: This is supposed to be a free country – but doling out criminal records to hundreds of pensioners should serve as a rebuke to the government, whose heavy-handed approach to this ‘terror’ organisation needs a rethink, says Sean O’Grady

The Independent Commission for Reconciliation and Information (ICRIR) has been tasked with probing outstanding cases from the NI Troubles.

Required Minimum Distributions (RMDs) can trip up even the most careful savers. If you have a traditional IRA, 401(k), or similar retirement account, you can’t...

Employee perks are often marketed as amazing benefits—free lunches, tuition assistance, or wellness stipends. But not all perks come without strings. In fact, some workplace extras can actually reduce or disqualify your eligibility for key retirement savings advantages. The fine print matters, especially when IRS rules are involved. To protect…

U.S. EV sales slowed sharply since 2022. Did Trump's incentive-cutting budget drive a nail into the EF coffin?

In this week's Ask the Editor Q&A, we answer tax questions from readers on converting a traditional IRA to a Roth IRA.