retirement plans. In 2033, the RMD age will be extended to 75. “Beginning in 2024, SECURE 2.0 allows a spouse beneficiary to elect to be treated as the ;employee’ for RMD purposes ...

Upon your husband’s death, the rules that applied to him for getting his pension, 401(k) and IRA will then apply to his beneficiary ... I will do with all the letters I get from 70-year-old ...

In 2025, Social Security adjustments will affect everything from monthly benefit amounts to retirement earnings ... For 2025, beneficiaries will see a 2.5% increase in their monthly payments ...

State-imposed inheritance taxes can be a wildcard of estate planning because your beneficiaries -- not your estate -- will pay the bill. Image source: Getty Images. Inheritance tax is a levy some ...

When I was a kid, I was rather shy. It certainly didn’t help that my parents were domineering. Even as an adult, I would always try to be agree- ...

The ERISA consultants at the Retirement Learning Center (RLC ... that an “eligible IRA owner or beneficiary” directly transfers from an IRA to a “qualifying charitable organization.” Additionally, ...

The Accumulator product is geared toward people who may want to use the cash value later to supplement retirement or cover ... These are sample rates for a nonsmoking man and woman in excellent ...

Suzanne Blake is a Newsweek reporter based in New York. Her focus is reporting on consumer and social trends, spanning from retail to restaurants and beyond. She is a graduate of UNC Chapel Hill ...