Contributor Natalie Choate explains what to do when a decedent names the wrong (or no) beneficiary on retirement accounts.
Contributor Natalie Choate examines how some self-employed workers can make the most of Roth savings later in life.
Contributor Natalie Choate discusses a little-known--but low-tax--savings strategy.
Natalie Choate shares some of the incorrect statements she's heard from IRA providers and plan administrators.
Contributor Natalie Choate reviews a few ways to get around the once-per-year limit.
And not the good kind, either, says contributor Natalie Choate.
For what year or years do you file IRS Form 5329 if you discovered you've missed a required minimum distribution?
The ability to contribute a restorative payment to an IRA applies only to the compensatory payment for the actual investment loss.
Contributor Natalie Choate reviews some of the inconsistencies in the penalty investors pay if they take distributions from their retirement plans too early.
Rolling your IRA into your 401(k) while still employed may help you temporarily skirt required minimum distributions, but there can be drawbacks.