Your beneficiary designation will often control where your IRA goes once you pass away. Make sure you don't leave unintended ...
You're a happy, willing, wealthy and hopefully healthy victim of your own success. Taking early withdrawals (59 1/2 without having to pay a 10% early-withdrawal penalty) is a good goal, but it only ...
Does your estate plan include a large retirement account that you are planning to leave to your child(ren) or other family members?
As we approach the end of 2025, we wanted to highlight some key issues to think about before year-end, and items to consider ...
Inherited an IRA? Learn how to avoid big taxes and penalties. Know key terms like Roth IRA, Traditional IRA, RMDs, and the 10 ...
In 2024, a new law took effect allowing tax- and penalty-free rollovers from a 529 college savings plan to a Roth IRA, ...
Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...
When you reach retirement age, financial decisions become even more important as you are no longer generating income from ...
Without proper planning, heirs can end up inheriting a financial headache instead of a windfall. Tax laws, estate rules, and ...
Trusts can help by providing guardrails to ensure the money is used responsibly while still making support available. There ...
Accounts (IRAs) are a cornerstone of many retirement strategies, but planning for what happens to your IRA after you pass ...
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