The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

Liam generally has 10 years from the date of his sister’s death to fully withdraw the funds from the inherited 401 (k), once it's transferred into an inherited IRA. All withdrawals are subject to ...

I need to have brain surgery. I have a tumor that needs to be removed. A lot of people are fine and they don't have any complications, but I don't know for certain what the outcome will be for me. I'm ...

Learn how you can make the community better while receiving tax deductions through these five options for giving to United ...

My mother, who has severe dementia, has been living with us for the past several years. As her care needs have increased, my wife and I have made a decision to place her in memory care. She has never ...

With the year drawing to a close, individuals with pre-tax retirement accounts should familiarize themselves with the ...

Your will is the backbone of a strong, adaptable estate plan that ensures what you leave behind goes to your selected ...

Readers ask about managing inherited property among a group, mistaken health savings account withdrawals and the taxability of retirement account funds.

Learn how annuitization converts an annuity into consistent income. Understand the process, options for payouts, and why it's ...

Well-heeled entrepreneurs, their children, and experts give their take on how passing along wealth impacts families, for ...