Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can ...

If you inherited an IRA from someone who died in 2019 or earlier, you're probably confused about the rules. You're ...

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

Retirees with an IRA, 401 (k), or other type of account likely know that the IRS has had a Required Minimum Distribution (RMD ...

If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...

Discover how to avoid costly mistakes with traditional IRAs and maximize your retirement savings with these expert tips on ...

The share of adults who have a will should be 100%, but it hovers consistently at 30% in the U.S. There's no reason for this. You absolutely need some sort of legal documentation to direct your ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

Discover five essential risks of investing in 529 plans and how to avoid them, ensuring you maximize education savings for your child's future.

Peter Coughlin of Berkshire Money Management recently wrote a blog post that landed with me: Families do not lose wealth only ...

Is your estate plan outdated? Review these 7 legal documents every senior needs to update in 2026 to protect your assets and ...