I’m 84 and widowed. My daughter is the beneficiary of my IRA and the successor trustee for my revocable living trust.” ...

Roth IRAs can be an attractive addition to your portfolio, but boy, are they surrounded by rules and regulations. It's easy ...

The clock is ticking for inherited IRA holders as the IRS prepares to enforce stricter withdrawal rules.

Saving for retirement can be difficult for married spouses who stay home to care for family or have scant income. But there ...

If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.

Some heirs are considered "eligible designated beneficiaries," and the 10-year rule does not apply to them. These include ...

The Trump Accounts Contribution Pilot Program starts eligible kids off with a one-time $1,000 credit. The money comes from ...

Living trusts generally allow a smoother, more organized settlement of the estate than other probate-avoidance options.

Your children are too young to legally own real estate in their own names, so some kind of guardian or trustee would need to ...

Mediacare users will experience some big shifts that are aimed to make the programbetter or cheaper to get, yet some may leave people upset, mainly if they are not r ...

The budget bill signed into law on Friday includes a provision for investment accounts for newborns. Citizens born between 2025 and 2028 will get $1,000.