As a long-term savings vehicle, health savings accounts are hard to beat because they offer a trifecta of tax benefits: ...

Jorgen Vik is a certified financial planner and partner with SKV Group LLC. Investment products and services are offered ...

Splitting an IRA among heirs is often the best choice for parents so that there is no dissension or in-fighting among ...

Inherited Roth IRA withdrawal rules share many similarities as traditional inherited IRAs, but there are tax obligations and ...

Inherited IRAs pose a number of new challenges, due to the SECURE Act of 2019 and updated IRS guidelines regarding RMDs.

What happens when you, the beneficiary, pass away? What rules apply to someone who inherits the IRA from you, your “successor ...

You can share an inheritance, but may have to notify the IRS so that you’re in compliance with gift tax rules.

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As long as a retiree has both taxable and tax-advantaged assets like IRAs and company retirement ... If your heirs inherit appreciated assets from you, they will receive what’s called a ...

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However, there are some rules that you’ll have to follow if you inherit an IRA, and they may create some unintended tax consequences. If you’re the non-spouse beneficiary of an IRA ...

However, there are some rules that you’ll have to follow if you inherit an IRA, and they may create some unintended tax consequences. If you don’t adhere to the rules, you could face even more ...