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Roth IRA 5-Year Rule: What You Need To Know Now

If you have a Roth IRA, understanding the Roth IRA 5-year rule is critical to avoiding taxes and penalties when you withdraw money. Here's more details!

I inherited a $30K trust. My bank says I'll pay $10K in taxes if I cash out. Something is not right.

"I expected to pay about 15% in capital-gains tax." (Photo subject is a model.) ...

I inherited a $30K trust. My adviser says I’ll pay $10K in taxes if I cash out. How is that possible?

Dear Quentin, I have inherited a portion of a generation-skipping trust. My portion should amount to $30,000. The question is whether to take the cash or leave it to be managed by ...

‘I don’t wish to be petty’: My mom, 94, is leaving her $1 million estate to me, my brother and his daughter. Is that fair?

My share of the home alone would be valued at $300K per the trust. If she distributes the funds three ways, my share becomes ...