This article explores the strategic use of this election, highlighting its potential to optimize tax outcomes for both trusts ...

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, ...

Happy New Year and welcome to 2026. Reviewing your beneficiaries is an item that may be added to your 2026 New Year’s resolutions and may be easier to accomplish than going to the gym every day or ...

IRAs have become a core part of the retirement system in the United States with over $18 trillion in assets not as of 2025. While retirement accounts are there for retirement, they can also become ...

The US escalated its dispute with Venezuela on November 24 when the state department added the Cartel de los Soles to its list of foreign terrorist organisations. It claims the network is a drug ...

Tucked in a corner of the Palm Desert foothills, near the giraffes and bighorn sheep of the local zoo, is a country club with a bit of mystique. Luke Leuschner, a local historian who grew up nearby, ...

As of mid-2024, individual retirement accounts collectively held $16.2 trillion of assets, according to a March report from the Investment Company Institute. But many investors overlook beneficiary ...

When was the last time you checked the beneficiary designations on your accounts? We often review our retirement, investment, and bank account balances regularly, but many people neglect to check who ...

During my years working in financial and retirement planning, one thing became very clear: many people don’t understand the stamp duty and costs their estate will face when they die. I often had to ...

A variety of financial accounts, including retirement plans and life insurance, allow individuals to designate beneficiaries. Whoever is named on a beneficiary designation form will receive those ...