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“If your IRA holds an annuity, you may or may not have to include its value when figuring your required minimum distribution.”

“How you will be taxed, depends on the state in which you reside.”

“For those who would like to leave a legacy and include a gift to charity in their estate plan, a Deferred Charitable Gift Annuity is

“When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better

“If I earn too much to contribute to a Roth IRA, can I still contribute to a traditional IRA and then immediately convert it to

The Centers for Disease Control and Prevention found in 2015 that 53 million adults in the U.S. (about 20%) live with a disability. As tax

If you have an estate with any real assets, you should carefully weigh the risks of failing to make proper estate plans. This is the

Valarie Montgomery may have retired from overseeing Michigan State’s financial operations, but she used her estate plan with her husband Mark to leave a legacy

The (Dodge City, KS) High Plains Journal, in “Estate planning is for everyone,” notes that people spend a lifetime working and building an estate to

Don’t worry; this is a totally legal and valid trust. The “defective” part only describes the fact that it’s not valid for income tax shifting

The Achieving a Better Life Experience, or ABLE ACT, was passed by Congress in 2014 and lets individuals with disabilities establish special tax-advantage accounts to

Prince’s estate has just a few days left to file an estate tax payment, and the taxes are expected to ultimately take nearly half the