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 ...

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

(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 ...

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.

Also, its tax-deferred compounding will be cut short. Naming a beneficiary for your IRA can allow it to keep growing even ...

New provisions of Secure 2.0, a federal retirement law, will take effect on Jan. 1. These new rules could help you save more ...

An inherited IRA may be the most complex issue to handle well when wrapping up an estate. If you’ve recently inherited an ...

A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.

Naming a beneficiary over your IRA is a key step in the estate planning process. It’s a way to ensure the wealth you’ve accumulated throughout your working years goes to the beneficiary you designate.