What Changes for Your IRA and 401(k) When You Get Married

Getting married changes your IRA and 401(k) rules, from Roth IRA contribution limits to beneficiary designations. Learn how ...

GST Tax-Efficient Planning: Beneficiary Deemed Owner Trust and Accumulation Trust Planning for Large Qualified Retirement

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

Your 401(k) Can Now Include Alternative Assets, But Should It? A Financial Adviser Weighs In

Many employer-sponsored plans offer limited investment options, which can stunt growth. But participants considering ...

How do you force the next generation to cooperate as they share inherited property?

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