Many of us have invested in a 401(k) or some similar savings plan so that we can enjoy a comfortable retirement. But did you know that...

As you get older, you, your older relatives or both may need to address questions about how to leave assets to others when you pass away....

THV11’s recent post, “The importance of beneficiary designations,” explains that designating beneficiaries is a very important part of...

If you turned 70½ in 2015, you were required to take your first required minimum distribution from your IRA by April 1, 2016. But do you...

After a lifetime of hard work, you want to enjoy a good retirement. You want to do more than just pay the bills and survive. If so, sound...

Generation X is hitting middle age! Bummer, to be sure. However, there’s still plenty of time to boost retirement security. If you need...

Hopefully you and your spouse have already begun the communications concerning your respective ideas for retirement. And ideally you...

Congress used to wait until the end of the year to extend the law that let people make a tax-free donation of up to $100,000 from their...

When we’re all trying to save more money for retirement, the options can be confusing. For instance, is it better to put money in a Roth...

Unexpected circumstances can happen, so don’t put off writing your will. This is a big job. Here are some of the important steps to take...

Nerd Wallet, in “Avoid This Estate Planning Mistake,” reminds us that many assets have their own beneficiary designations, including...

When do you want to pay taxes? True, no one really wants to pay taxes; however, when you are saving for retirement, you get to make a...

The Business Journal reports in “Taxes done? Not so fast… Here are 3 things to think about” that there are several things to think about...

IRAs and see-through trust status. How the trust will get taxed as an IRA beneficiary is the big issue in the set-up. Usually, trusts...

As you plan your retirement, you should determine how you will spend your time, the details of your retirement budget, and the source of...

Here are six tax planning considerations of interest to those over age 50 from Next Avenue’s recent post, “2016 Tax Planning Ideas for...

Tax: When you fund an irrevocable trust, know that your tax situation can change immediately. Based upon your state of origin, you may be...

An updated will. A properly drafted will can play a crucial part in minimizing your estate’s exposure to taxes. If you should die without...

Why recharacterize? The top reason people do this is because the account has declined in value. A recharacterization cancels out the...

NASDAQ.com’s recent article, “5 Smart Estate-Planning Steps to Avoid Probate,” explains that when you pass away, your possessions and...