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 ...

My father died leaving an old will predating his fourth wife. Who inherits his estate?

He gave his fourth wife power of attorney and access to his bank account to pay bills' "A will from 2019 mentions that he's a single man and leaves his residual estate to six children."(Photo subjects ...

I inherited a bunch of gold jewelry from my grandmother — potentially worth thousands. With gold now hitting new highs, is it a good time to sell?

“We’re seeing an increasing number of people — mostly regular individuals and families, not investors — selling or melting ...

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 ...

My late husband left me as his 401(k) beneficiary — but now his employer is forcing me to take distributions even though I’m not ready. What do I do?

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

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 ...