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

A Roth IRA can be accessed anytime for any reason and is tax- and penalty-free. With the Secure Act, a Roth IRA can continue ...

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 ...

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

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

Are there different rules for the spouse versus children inheriting a Roth?' Is there a time I should start withdrawing from a Roth IRA or should I just leave it for my heirs? When inheriting a Roth, ...

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, ...

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

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 ...

Managing an inherited IRA can be tricky, especially when returns seem lower than expected. Suze Orman recently addressed a ...

She has a traditional IRA worth $1 million left to her by her late husband, in addition to checking and savings accounts, and a small life-insurance policy. My husband is listed as a beneficiary ...