Discover why naming a charity as your traditional IRA beneficiary can be a tax-efficient way to leave a charitable legacy. Learn key considerations, potential pitfalls, and best practices for ...

The one small form that could undo your entire nest egg.

Losing a spouse is emotionally shattering, and the financial fallout can quietly compound that grief for years. I focus here on five specific money mistakes that can devastate a surviving spouse, ...

Many investors in their late 30s, 40s, and early 50s find themselves squeezed between competing responsibilities: saving for ...

What Are Trump Accounts? A Trump account is a type of individual retirement account (IRA) established for the exclusive benefit of ...

Case Western Reserve University provides benefits-eligible faculty and staff with $20,000 term life and Accidental Death & Dismemberment (AD&D) insurance at no cost to you. The AD&D benefit is payable ...

The IRS has released Form 4547, allowing parents to register eligible children for Trump Accounts when filing 2025 tax returns. Here's what you need to know.

IRS Form 708 is here. 40% Tax on Gifts & Bequests from Covered Expatriates (former citizens and green card holders). Transfer ...

Gilbert Gee and Annie Ro depict systemic racism as the hidden base of an iceberg 10 (see illustration in online appendix exhibit 1). 11 The iceberg’s visible part represents the overt racism that ...

Most of the Americas have suffered from interference from their powerful northern neighbour – and are usually the worse off for it Maduro detained in New York – live updates The US bombardment of ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...