An inheritance can add to your finances, but taxes may reduce the amount that reaches you. Some states tax beneficiaries ...

Many Americans risk sending their 401(k) and IRA savings to the wrong heirs. Outdated beneficiary forms override wills and ...

The new year 2026 or straightforward concept. number 2026 written on the road in forest. planning and challenge, business ...

I have named my daughter as the recipient and beneficiary on all my accounts, including my pension insurance policy and any Social Security benefits. I completely trust her, as she is an intelligent ...

Dear Liz: When I retired, I had a small 401 (k) with about $12,000 in it. Instead of rolling that money into an IRA, I took a ...

For example, spouses who inherit an IRA or 401 (k) can roll that money into their own account. Depending on how old the ...

A good estate plan typically includes essential legal documents, account and ownership details, and instructions that protect your beneficiaries and reduce legal issues later. It also includes ...

Elder law attorney Harry Margolis explains why beneficiary designations don’t protect assets and where Medicaid estate ...

This is read by an automated voice. Please report any issues or inconsistencies here. A retiree made a costly withdrawal mistake: taking a 401(k) distribution, paying taxes, then depositing funds into ...

President Donald Trump has signed a new executive order expanding the federal holiday schedule for the end of this year, ...

Section 1. Purpose and Policy. Illicit fentanyl is closer to a chemical weapon than a narcotic. Two milligrams, an almost undetectable trace amount equivalent to 10 to 15 grains of table salt, ...