Individuals

When you carefully plan who will inherit your IRA, your beneficiaries may be able to continue growing the funds tax-deferred and create generational wealth.

An Inherited IRA is an account passed down to beneficiaries when the original account holder passes away, allowing them to continue benefiting from tax-deferred growth. However, it comes with specific withdrawal rules. 

A Roth IRA conversion offers several advantages, such as tax savings, growth potential, and no RMDs, but is now the right time for you?

With the 2017 Tax Cuts and Jobs Act (TCJA) scheduled to sunset after 2025, many individuals are evaluating the timing for Roth conversions. Learn what you should know about converting now versus in the future.

Sales of multi-year guaranteed annuities accounted for about 37% of individual annuity sales. David Byrnes, chief distribution officer at Security Benefit, expects worries about the presidential transition and the geopolitical situation to help keep MYGA sales strong.

Find out when to take Required Minimum Distributions, where you can locate tax forms, and more.

While pensions and Social Security benefits provide some income, they often aren’t enough to maintain the lifestyle you’re used to. One way to do address this is by opening an Individual Retirement Account (IRA).

In the evolving landscape of personal finance, women often face unique challenges and opportunities.

Estate planning is an essential process that ensures your assets and personal affairs are managed according to your wishes after you pass away or if you become incapacitated.