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

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

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 ...

Receiving a small inheritance can be a blessing, even when it is not a windfall. Every little bit helps towards growing your ...

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

Are there different rules for the spouse versus children inheriting a Roth?' Is there a time I should start withdrawing from a Roth IRA or should I just leave it for my heirs? When inheriting a Roth, ...

Tax time is always a stressful one, especially for those who have to contend with a fixed retirement income being taxed as ...

Walmart's strategic store expansion and relentless cost-cutting have catapulted its share price over the years.

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

As Baby Boomers and members of the silent generation (the parents and grandparents of Millennials, respectively) pass on ...

The fate of the Inflation Reduction Act’s clean energy tax incentives is up for discussion right now. I understand why my ...