My late husband's son is listed as beneficiary on his IRAs. Where does that leave me?

My husband passed away in June 2025. I was unaware that he had several IRAs (worth a few thousand dollars). When I found the paperwork, I discovered that his son was named as the beneficiary. I ...
Young and the Invested on MSN

Shine up your IRA with these 7 Schwab funds

Charles Schwab is one of America's top providers of retirement accounts ... but you don't necessarily need to open one of ...

Are You Making These 6 Common Required Minimum Distribution (RMD) Mistakes?

For recent retirees, required minimum distributions (RMDs) become a way of life at age 73 (75 if you were born in 1960 or ...

A Retirement Plan Isn't Just a Number: Strategic Withdrawals Can Make a Huge Difference

A major reason not to set your retirement plan on autopilot: sequence of returns risk. A flexible strategy with cash reserves ...

What’s the right time of year to take my RMD?

I usually take my required minimum distribution from my IRA early in the year so I don’t have to worry about it later. The ...