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.

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 ...

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 ...

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

If you’ve inherited an individual retirement account, costly mistakes could shrink your balance. Here’s how to preserve your ...

There’s no single, authoritative definition for what makes someone “upper,” “middle,” or “lower” class based on net worth.

and you must report any transaction when you submit your annual tax return for both direct and indirect rollovers. If you move assets out of your IRA and into your 401(k) or use them for another ...

As consumers and investors, we’re often bombarded with conflicting messages about how to handle our financial lives.

Here's how the Internal Revenue Service itself defines RMDs: "Required minimum distributions (RMDs) are the minimum amounts ...