Marriage can affect taxes in many ways. While everyone’s tax situation is different, there are some benefits of marriage that may help you pay less in taxes than you’d pay ...

There’s an inherited IRA rule change for 2025 that could trigger a 25% tax penalty for certain heirs. Here’s what investors ...

The trial results are critical, as it brings Eli Lilly’s pill one step closer to becoming a new, needle-free alternative for ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...

My children have inherited $5 million of stock from their father (whose estate has not yet been dispersed after 11 months) ...

Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you ...

Opening a traditional IRA is a fairly straightforward process involving only a few steps. Here's what you need to know to ...

What Is a Traditional IRA? A traditional individual retirement account (IRA) is a retirement savings account that lets you invest pre-tax income to save for retirement. The key feature of this account ...

If you've invested in a traditional IRA, you probably took time to read the fine print before signing your name on the dotted ...

A Roth IRA can be accessed anytime for any reason and is tax- and penalty-free. With the Secure Act, a Roth IRA can continue ...

A crucial aspect of these legislative changes is the impact on trusts named as beneficiaries of retirement accounts. This ...