I inherited my mom’s IRA and still need to take $10K in required minimum distributions in 2025, but there’s no cash. What do I liquidate?

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

I inherited my mom’s IRA and must take $10K in 2025 RMDs, but there’s no cash. What should I liquidate?

Having to navigate the complexities of inherited retirement accounts can add to that stress. But understanding your options can help you avoid a big tax bill — particularly if you inherit a ...

My late husband left me as his 401(k) beneficiary — but now his employer is forcing me to take distributions even though I’m not ready. What do I do?

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

'It's heartbreaking': My cousin died and her estranged husband has taken possession of her home. Can we evict him?

It's heartbreaking that he was able to move right back into her home and claim part ownership. The house remains in her name. He has since kicked out each of the boys one by one - first her elder son, ...
Young and the Invested on MSN

Does my state tax Social Security? These are the ones that still do

You’ve worked hard all your life, but now it’s time (or almost time) to retire. One of your greatest fears is not having ...

‘I would prefer to kick the can down the road.’ My wife passed away at 59, but the adviser mishandled her $400K IRA and now I think I must take RMDs earlier than I’d …

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Rule Breaker Investing Mailbag: Be a for Person, Not an Against Person

From Gratitude Challenge triumphs to a brand-new five-stock sampler, from Winter Soldier fortitude to navigating concentrated ...