Explore the challenges of traditional IRAs in estate planning, comparing ChatGPT's insights with expert critique.

If you want to give the assets in the IRA to a charity but your current husband is angered by that suggestion, you need to think carefully about what course of action makes the most sense given your ...

I recently learned that I am the beneficiary of an annuity in the amount of $54,845 from a friend. I was given choices on how to receive the money: lump sum, roll it over or defer the payments over a ...

My father passed away in 2016 at the age of 67 and my mother inherited his traditional IRA. She is treating it as her own. He ...

Julie Patterson, Pharm.D., Ph.D., of the National Pharmaceutical Council, tells Managed Healthcare Executive at the annual ...

Question: “My mother passed away and left her IRA accounts to me. I’m not happy with my current financial adviser. What would ...

In the New Jersey Law Journal's Trusts and Estates/Wealth Management learn about directed trusts for special needs planning, ...

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

Evaluating current formulary access for the 25 drugs selected for Drug Price Negotiation in Medicare Part D shows several selected drugs have ...

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The deadline for retirees to file their Required Minimum Distributions (RMDs) looms large on the horizon as people have until ...

The IRS is shaking things up for 2025 with some big changes to Individual Retirement Account (IRA) rules, and if you're not paying attention, you might get slapped with a penalty.