Lisa Hostetler Brown weighs in on inheritance issues within blended families.

Planning for what happens to your finances when you're gone can be a tough but necessary conversation. On this episode of Decoding Retirement, Robert "Bob" Powell speaks with Jeffrey Levine, chief ...

Assets that are not part of the probate process include retirement accounts (like a 401 (k) or IRA), annuities, or life insurance. For many people, these assets constitute the bulk of their life ...

For retirement savers, adding a beneficiary to your 401(k) plan should be a top priority. A 401(k) plan beneficiary is the person or entity, such as a charity or trust, who inherits your 401(k ...

What are the biggest mistakes people make when managing their retirement accounts? This week on Decoding Retirement, Robert ...

Preparing for retirement involves more than just financial planning, it’s about envisioning a fulfilling next chapter.

Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is efficient, tax-aware and in line with your legacy goals — not Uncle Sam's.

Once the proper documentation has been submitted, 401-K accounts that go to named beneficiaries can be converted to inherited IRAs, and the corresponding IRS 10-year rule would apply.

(MENAFN - IANS) New Delhi, June 15 (IANS) Union Finance and Corporate Affairs Minister Nirmala Sitharaman on Sunday handed over loan sanction letters worth Rs 5.13 crore to beneficiaries in Ladakh ...

I am writing this testimony to express my utmost support for Bill No. 86-37 (COR), an Act to amend § 3222 of Article 2, Chapter 3, Title 10, Guam Code Annotated; and to add a new chapter 37 to ...