Learn about the best self-directed IRA (SDIRA) companies and find out which company best aligns with your financial needs and ...

Almost four years after the SECURE Act went into effect, plan administrators, tax practitioners, and certain inherited IRA ...

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Getting the right tax advice and tips is vital in the complex tax world we live in. The Kiplinger Tax Letter helps you stay right on the money with the latest news and forecasts, with insight from ...

I was left $200,000 in an IRA Beneficiary Distribution Account (BDA) when my father passed. I have 10 years to withdraw this money. I'm at the 35% federal tax rate currently and plan to make a similar ...

If you’ve inherited an individual retirement account, costly mistakes could shrink your balance. Here’s how to preserve your ...

Many families and individuals who want effective and efficient ways to save for education expenses often turn to the ever-popular 529 plan, which offers wide-ranging tax benefits. In recent years, the ...

Planning for the inevitable may be uncomfortable, but it's crucial for ensuring your loved ones are cared for after you're ...

Can creditors take some or part of your IRA funds if you file for bankruptcy? Learn more about the federal protections that ...

One of the most tangible ways to create a lasting, meaningful impact on your community is through a charitable bequest. While ...

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It is important that these designations are kept up to date and are consistent with the rest of your estate plan. When you open up an investment account or retirement plan or buy life insurance, the ...