Investors may want to consider using an IRA strategy to direct donations to charity and receive a tax advantage.
The federal government wants to update the life expectancy projections that investors use to calculate an RMD from retirement accounts.
Most families do not want to think about losing a loved one. But creating a checklist for family members may help them navigate a difficult situation.
The focus in estate planning has shifted to income taxes, including strategies for the step-up cost basis, a planning consideration to manage capital gains.
While progress has been made on marriage equality, same-sex couples may continue to face obstacles to saving and other financial planning issues.
Individuals can choose to make a gift while they are living, or include it in their estate plan for distribution upon death.