Oct. 15 marked the start of Medicare's annual open enrollment period. Seniors can choose to stay on their current plan or ...

No one likes to think about their own demise, but planning can make life after your death significantly easier for heirs.Here ...

One of the most broadly applicable adjustments involves how inherited individual retirement account beneficiaries satisfy their required minimum distribution obligations after the death of the ...

Last week’s federal election results place a Republican in the White House and shift control of the Senate and the House to ...

Beneficiary designations are not the answer in every situation ...

Starting in 2024, beneficiaries of a 529 plan that has been in place for more than 15 years can allocate the assets from the ...

The holiday season is quickly approaching and for many that means time with family and loved ones as well as pressure to find ...

Lindsay Bealor Greenleaf, JD, MBA, of ADVI Health, weighs in on what to expect in key health care policy areas in the wake of ...

Many retirement specialists tout the advantages of Roth accounts. Whether a Roth IRA or Roth 401 (k), these savings vehicles can grow free of taxes, withdrawals after the first five years are tax-free ...

(I realize how very fortunate I am to receive their assistance.) I received a very small inherited IRA, worth less than $40,000, many years ago. Due to my divorce I incurred legal bills, most of which ...

Account funds can also be used for tuition expenses in connection with enrollment at a K-12 institution, repayment of ...

While Trump’s energy policy is focused on traditional fossil fuels, an outright retreat from clean energy investment is unlikely given its broad economic benefits.