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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, you may have big plans for the balance — but costly mistakes can ...

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 ...

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 ...

In 2019, as part of the SECURE Act, some people are required to withdraw the entirety of an account within 10 years of the ...

ROTH IRA's are growing in popularity among younger generations who are using this retirement tool in addition to a ...

Marriage can affect taxes in many ways. While everyone’s tax situation is different, there are some benefits of marriage that may help you pay less in taxes than you’d pay ...