There are a number of strategic tax opportunities individuals and families must take advantage of before Dec. 31 to maximize ...

Your beneficiary designation will often control where your IRA goes once you pass away. Make sure you don't leave unintended ...

If you’re unsure how to begin saving or investing, here’s how to build a cash reserve, open a retirement account, and start ...

By a News Reporter-Staff News Editor at Insurance Daily News-- According to news reporting originating from Washington, D.C., by NewsRx journalists, a trademark application has been made for“ DYNAMIC ...

My father was in the ICU for several days, then died, aged 65. I had to travel out-of-state for the funeral, and my mother would not let me stay with her. That was three years ago. Since then, she's ...

You're a happy, willing, wealthy and hopefully healthy victim of your own success. Taking early withdrawals (59 1/2 without having to pay a 10% early-withdrawal penalty) is a good goal, but it only ...

An estate plan is a process that goes beyond accumulating and conserving assets. Here are the basics you need to know.

A 401 (k) is a great first choice if you qualify for a company match. IRAs give you greater control over your investments and ...

Doubling your retirement savings may sound like a dream scenario, especially since far too many Americans end up with way ...

Medicare expert Jae Oh explains why taxable income, health insurance, and retirement taxes can no longer be planned in ...

Trump accounts will be available next year and could be worth thousands – or even $1 million – estimates show.

A 401 (k) is a great option because it largely operates behind the scenes and allows people to save and invest for retirement ...