Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

There are a couple of different sets of rules around inherited IRAs and you're subject to theleast flexible. While there are more options for a spouse or someone who's chronically ill ordisabled, a ...

Liam generally has 10 years from the date of his sister’s death to fully withdraw the funds from the inherited 401 (k), once it's transferred into an inherited IRA. All withdrawals are subject to ...

Required Minimum Distributions (RMDs) might sound like a routine part of retirement planning, but they're anything but simple. The IRS rules are layered with exceptions, deadlines, and technical ...

Climbing the retirement mountain takes years of saving discipline. But descending safely—turning savings into sustainable ...

Through the benevolence of legacy giving, new generations can achieve goals that might have otherwise gone unrealized while a ...

More advisors are finding themselves in a gray area. “Gray divorce,” that is.

A decade after same-sex marriage became legal nationwide, LGBTQ+ couples still face unique challenges—from lagging retirement ...

The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

St. Paul Business Journal held a recent panel discussion about the financial landscape surrounding estate planning and a ...

No account has more tax benefits than the health savings account. You can make the most of those benefits by managing your HSA wisely. In this podcast, Motley Fool personal finance expert Robert ...

HUNTSVILLE, Ala. (WAFF) - Inheriting assets may provide a new level of financial security, but it may also come with some unexpected tax consequences. Financial expert Jay McGowan from The Welch Group ...