Trillions of pounds will be handed down in coming decades as part of the Great Wealth Transfer — but some parents are opting out ...

Former Jigawa State governor and ex-Foreign Affairs Minister, Sule Lamido, yesterday threw up a new subject of controversy ...

That didn't happen.' Dear Quentin, My mother-in-law has done some shady stuff. I saw her father's will when he passed away. She and a brother conspired to keep a larger portion of the estate for ...

Jeff Bezos plans to donate most of his massive fortune. Learn how a legacy-building effort can include estate planning strategies like trusts and charitable giving.

The big change this year is that the Internal Revenue Service is ending a grace period for annual withdrawals from certain ...

If a taxpayer misses the filing deadline, the IRS may impose significant penalties (up to 25% of the amount of the foreign ...

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

Tax season has officially opened. Starting on Monday, you can now file tax returns for 2024 income. This year the Internal ...

The CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer ...

If you’ve inherited an Individual Retirement Account (IRA), you might be feeling a mix of gratitude and confusion—especially ...

Understand options for inherited Roth 401(k)s, including rollovers and IRS rules. Tax-free growth strategies for mass ...

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...