A new bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover information provided to workers departing from jobs.
Inheriting a house with a mortgage makes an already difficult time more stressful. Unfortunately, it usually happens when you ...
Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...
If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...
Is your estate plan outdated? Review these 7 legal documents every senior needs to update in 2026 to protect your assets and ...
SECURE 2.0 raised the RMD age to 73 for those turning 72 in 2023 or later. It rises to 75 in 2033. Non-spouse beneficiaries who inherited IRAs after 2019 must take annual RMDs in years 1-9 if the ...
Shachar is an assistant clinical professor of law at Harvard Law School. Huberfeld is Edward R. Utley professor of health law at Boston University School of Law & School of Public Health. Last ...
Congress adjourned for the year without extending enhanced Affordable Care Act subsidies. The Senate rejected a proposal to maintain the subsidies, which are set to expire at the end of 2025. The ...
Assets in an individual retirement account (IRA) are passed to the named beneficiaries, often the person's spouse, upon death. Spousal IRA beneficiaries have different rules and more options; they are ...
As tax rates are expected to rise and the federal deficit reaches historic highs, many Americans approaching retirement are reevaluating how their savings will be taxed in the years ahead. One of the ...
In about two weeks, Affordable Care Act subsidies are set to end with no agreement over extending them. So, what does this mean for the millions of Americans who have a premium tax credit? And is ...
The inability to find a credible counter to the Affordable Care Act has long bedeviled Republicans and cost them at the polls. It’s threatening to do so again next year. By Carl Hulse Reporting from ...
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