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When planning for your retirement, one of the most critical decisions you will make is structuring your estate plan. Many ...

CMS should monitor the effect on Medicare standalone prescription drug plans of changes in how the drug costs of high-cost ...

Let’s say you inherit an IRA for someone who passed in 2024, and you’re a non-spouse beneficiary. You must start taking RMDs by December 31, 2025. You then have 10 years to empty the IRA.

A crucial aspect of these legislative changes is the impact on trusts named as beneficiaries of retirement accounts. This ...

A sudden windfall can be both a blessing and a source of stress, especially if you are unsure of the tax rules and how to ...

If you're charitably inclined, using a qualified charitable distribution, or QCD, is a great way to reduce your RMD. Instead ...

For 2025, single filers must have a modified adjusted gross income (MAGI) of less than $150,000 to contribute the Roth IRA maximum of $7,000, or $8,000 for those age 50 or older. For married couples, ...

Lord, make me chaste - but not yet.” His prayer still resonates after 2000 years. Today some conservatives say: “I’m against President Biden’s inflationary Inflation Reduction Act boondoggles - except ...