Life insurance may perhaps be not only the single biggest benefit in the tax code, but also the most cost-effective way to protect a large IRA. If set up correctly, life insurance proceeds could come into the estate sans estate and income tax.
If you are age 59 ½ and still working you may have an option of taking money out of your 401(k) plan without penalty and income tax and put it into an IRA rollover.
You've inherited an IRA from your spouse. What do you do now? Should you leave it as an inherited IRA or should you move it into an IRA in your own name?
If you have lost money in your Roth IRA, you are not alone. If your Roth IRA loses money shortly after you converted from a traditional IRA, your best choice may be to undo the conversion.
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