Inherited IRA Rules: What You Need to Kn...

Thanks to its tax benefits, your IRA can be a powerful tool to optimize your portfolio. Investment firms often see a big influx of new contributions into individual retirement accounts in the early part of each year as investors rush to meet the April 15 deadline. If you’re one o ... Show More

merging-market funds will have a tough act to follow in 2026. The category racked up big gains last year following small returns for years. And a mix of factors like trade tensions prompted many investors to shift their dollars outside the US. Should you add emerging-market funds ... Show More

If you’re newly retired or will join the ranks soon, it’s time to think about how you plan to spend your nest egg. Morningstar researchers are helping new retirees figure out where to begin. The recently published State of Retirement Income report concluded that the starting safe ... Show More

With the turmoil of the past week, now is a good time to reassess your portfolio, and rebalance the risk. What is the deal with stocks advertising on TV? Wealth transferrence & Inheritances: How common is it for children to meet with parent and financial advisor? If there's money ... Show More

<p>Answering Listener Questions on asset allocation, retirement strategies, and the intricacies of real estate investing. With Brad Barrett and Rachael Camp. Whether you are pondering upon the backdoor Roth IRA strategy or seeking clarity on managing funds without a 401k, this ep ... Show More

<p><span>In this must-watch clip, Rashad Bilal and Ian Dunlap break down the </span><strong>five mandatory steps</strong><span> everyone should follow to take control of their personal finances and build lasting wealth. Whether you&#39;re just starting your financial journey or l ... Show More

#601: Nick and his wife have $100,000 to invest, but they’re worried about the volatility of the current stock market. Should they look into alternative investments such as private equity? Even though Roth IRAs come with tax-free withdrawals in retirement, Josh is worried about h ... Show More

Did you know you can use your 401(k) to retire early? Yep, it’s possible. And today’s guest, Eric Cooper, is doing it atage 47! Most FIRE chasers search for how to withdraw from a 401(k) early but know that doing so will hit them with substantial penalties. The best way around th ... Show More

#243: Discover smarter strategies to grow your wealth and create financial flexibility. We dive into when it makes sense to invest beyond retirement accounts, how to access savings early through Roth conversions and 72(t) distributions, ways to reduce taxes with HSAs, tax-advanta ... Show More

This Department of Labor rule helps determine whether your financial advice is coming from a trusted professional or someone akin to a car salesman.(Participants in small retirement plans and investors rolling into fixed index annuities should see the most benefit.) Today's Stock ... Show More

In this episode of The Personal Finance Podcast, Andrew answers 15 listener questions ranging from Solo Roth 401k strategies and crushing $117,000 in student loans to whether a 19-year-old should build credit and how to pass brokerage accounts to your kids without tax headaches. ... Show More

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3035: Darrow Kirkpatrick explores various strategies, from leveraging taxable investment accounts to taking advantage of Ro ... Show More

<p>This episode discusses financial independence strategies, including Barista FI and Coast FI, along with insights into inherited accounts post-Secure Act (2020). Listeners will learn about health insurance considerations in early retirement, the dynamics of inherited IRAs, and ... Show More