September 11, 2024
Calculating the age when retirement account owners need to begin taking distributions is key for heirs to understand how to implement the 10-year rule for inherited accounts.
Latest
Recent changes to the FAFSA form and process include a simpler form, fewer questions and a revised eligibility formula.
College students may want to secure legal documents to ensure their parents can access important information and help them in medical emergencies.
The last two years of high school can be particularly important as students approach the final college decision.
Families may want to prepare a comprehensive plan for college, including actions to take during high school, and consider how a 529 plan can guide savings.
As the number of Americans retiring in other countries continues to grow, here are five considerations for individuals planning to retire abroad.
With final regulations announced, heirs now have clarity on the 10-year rule for distributions from inherited retirement accounts.
IRS recently provided details on new provisions to avoid the early withdrawal penalty from retirement accounts.
If they meet certain requirements, a divorced individual can receive Social Security benefits similar to a married spouse.
A rising number of US taxpayers are subject to an investment income surtax, introduced a decade ago in federal legislation. Here are some strategies that may help mitigate the impact of the tax.