This post was originally published on this siteIt still matters if companies pollute our waterways, exploit their workers or poison their customers. Amid a mounting backlash against ESG, critics have argued that investors should care less about benchmarks of...
This post was originally published on this siteAre there restrictions on making withdrawals from a Roth IRA? Yes and no. You are free to make withdrawals at any time from your Roth IRA, but only qualified distributions receive tax-free treatment. A qualified...
This post was originally published on this siteGifting sounds nice in theory, but it can be complicated in practice, particularly when it comes to transfers by or to foreign persons. The Internal Revenue Service (“IRS”), suspecting wrongdoers at every turn, has been...
This post was originally published on this siteWhat is a spousal individual retirement account (IRA)? If you meet certain conditions, you can set up and contribute to an IRA (traditional or Roth) for your spouse, even if he or she receives little or no taxable...
This post was originally published on this siteWhat is an individual retirement account (IRA)? An individual retirement account (IRA) is a personal savings plan that offers specific tax incentives to encourage you to save for retirement. Currently, there are two types...
This post was originally published on this siteWhat is a “stretch” IRA? The term “stretch IRA” has become a popular way to refer to an IRA (either traditional or Roth) that has provisions that make it easier to “stretch out” the...
