If you’re like Mark, Susan or Tom, your retirement and legacy goals will shape the strategy for your wealth. There’s no one-size-fits-all solution, but by understanding the key differences between ...

The rising philanthropic might of millennials comes amid their increasing interest in religion, according to a new report.

In the New Jersey Law Journal's Trusts and Estates/Wealth Management learn about directed trusts for special needs planning, ...

Almost four years after the SECURE Act went into effect, plan administrators, tax practitioners, and certain inherited IRA ...

Individuals who inherited IRAs before 2020 are also exempt from ... It helps you navigate the complex world of tax by keeping you up-to-date on new and pending changes in tax laws, providing ...

Since 1980, median home prices have increased much faster than median household incomes, research finds. For some, that is ...

I was left $200,000 in an IRA Beneficiary Distribution Account (BDA) when my father passed. I have 10 years to withdraw this money. I'm at the 35% federal tax rate currently and plan to make a similar ...

Socking away money for retirement is something that’s top of mind for many people. Here's what to know about traditional and ...

The deadline for retirees to file their Required Minimum Distributions (RMDs) looms large on the horizon as people have until ...

If you’ve inherited an individual retirement account, you may have big plans for the balance — but costly mistakes can ...

The IRS is shaking things up for 2025 with some big changes to Individual Retirement Account (IRA) rules, and if you're not paying attention, you might get slapped with a penalty.

If you’re not someone who follows through on doctor’s appointments or social obligations, this could hurt your chances of living a longer more joyful life.