retirement-accounts
9 stories related to this topic, newest first.
Trump Accounts Offer $1,000 Government Deposit for U.S. Children Born 2025-2028
The One Big Beautiful Bill Act created tax-advantaged accounts for families with children born between 2025 and 2028. The accounts include a $1,000 federal deposit and allow annual contributions up to $5,000. An official app launched on May 28, 2026.
Roth IRA Investor Questions Account Growth After Four Years
An investor with roughly $7,500 in a Roth IRA posted on Reddit after comparing the balance to larger accounts shown online. Commenters noted that contributions, not returns, explain the current size.
wealthmanagement.comRetirement Plans Face Limits on Private Market Access Under ERISA Rules
A commentary piece argues that employer-sponsored retirement accounts such as 403(b) plans restrict participants from investing in private equity, private credit, and infrastructure assets. The author cites litigation risk under ERISA and a proposed Department of Labor rule that…
forbes.comForbes Publishes Guide on Post-Death Tax and Estate Tasks
Forbes released a practical guide on May 23, 2026, covering state estate and inheritance taxes, inherited retirement accounts, and handling personal property and records after a death. The article draws on the author's experience and outlines steps to reduce administrative burden…
cnet.comFinal Tax Return Required After Death for Income and Retirement Accounts
Executors must file a final Form 1040 if the decedent would have owed taxes. Additional returns and IRS obligations can continue after death.
forbes.comForbes Publishes Guide on Post-Death Tax and Administrative Tasks
Forbes senior writer Kelly Phillips Erb released a practical guide on May 23, 2026, covering state estate and inheritance taxes, inherited retirement accounts, and handling personal records after a death. The article draws from the author's experience following her father's death…
ForbesCongress Changed Rules for Inherited Retirement Accounts
Congress updated distribution rules for inherited IRAs, 401(k)s and other retirement accounts. Beneficiaries must now follow new timelines depending on the date of death and their relationship to the original owner.
Fox NewsImpostor Drains $751,430 from Colgate-Palmolive Employee 401(k)
An impostor obtained a full distribution from a Colgate-Palmolive employee's retirement account after updating contact information with the plan recordkeeper. The case and similar incidents prompted a Government Accountability Office recommendation for new federal guidance on ret…
thelogicalindian.comFamily Dispute Highlights Risks of Outdated Retirement Account Beneficiaries
A legal battle among family members over a retirement account has drawn attention to the importance of keeping beneficiary designations current. The case, reported by The Wall Street Journal, illustrates complications that can arise when account holders fail to update information…