Jessica Gibson is a content update editor and writer for Investopedia. She has over 10 years of experience in digital publishing and three years of experience covering financial topics like ...

I recently came across an IRA beneficiary document, as I sometimes do, that names the estate as the beneficiary. While there can be some valid reasons for this, 95% of the time this is a really ...

When a client retires or decides to move money from a company plan to an IRA or wants to change from one IRA to another IRA, this is often referred to as a rollover. Some of these transactions are ...

However, one type of account you can't hold jointly is a Roth individual retirement account (IRA). These accounts are meant to benefit and be held in one person's name. As an alternative ...

While members of the IRA were encouraged to participate in a ... on Patrick Radden Keefe’s best-selling 2018 book of the same name. (This writer read it in 2020 and immediately wished there ...