Happy Valentine's Day (almost). This is a short question. Brace yourself: I have been married for several years. My will leaves everything to him. I want to replace it with a will that leaves ...

Think managing an inherited IRA is straightforward? New IRS enforcement rules are about to change the game for millions of ...

Last year was a pivotal year for the pharmaceutical industry. Under the IRA’s Medicare Drug Price Negotiation Program (the ...

In addition to the Part D Benefit Redesign, the IRA’s Medicare Prescription Payment Plan (MPPP) went into effect beginning January 1, 2025. The ...

The wisdom of undertaking Roth conversions is highly dependent on the particular household circumstances. Roth conversions do not avoid taxes, they accelerate taxes. Conversions pay off when the tax ...

You've probably got one or two financial jobs on your to-do list that you were too busy to get to or perceived as boring ...

Jorgen Vik is a certified financial planner and partner with SKV Group LLC. Investment products and services are offered ...

Splitting an IRA among heirs is often the best choice for parents so that there is no dissension or in-fighting among ...

Rolling your old 401(k) over into an IRA can give you more control over your investments. Here's a list of the best places for an IRA rollover. Many, or all, of the products featured on this page ...

A surviving spouse who inherits a Roth IRA is not subject to required minimum distributions. All other beneficiaries of inherited Roths are required to take distributions, either based on their ...

Welcome to Barron's Advisor! Our articles are free to Barron's subscribers and wealth management professionals. To subscribe to Barron's, click here. If you're a wealth managment professional and ...

A beneficiary is someone who receives a financial asset that was once owned by someone else. Choosing beneficiaries helps ensure that your assets go to the right people once you pass on.