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Taxes don’t stop when your paycheck does. In fact, tapping your retirement nest egg comes with all sorts or new rules and opportunities.
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The IRS demands a final accounting for the deceased and it's up to your executor, or your survivors, to file the paperwork.
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With this indispensable savings tool, your money grows tax-free, you can invest in almost anything and you get several cool perks.
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Life is ever-changing and so are your estate-planning needs. Here are seven situations in which you'll want to re-evaluate your will.
Trusts are a valuable tool, but they may not be for everyone. It pays to know the ins and outs before you put your trust in a trust.
Save time, money and hassle by steering assets away from the probate process when you die.
From probate and ownership division to the taxing arm of Uncle Sam, here are four things that can influence what happens to your belongings.
Our worksheet will help you identify your assets and liabilities, and sort out who owns what.
This is no time for shortcuts. Learn what you should do to make sure your final wishes are carried out.
Planning your funeral in advance could save your loved ones a lot of hassle. But are prepaid plans a good deal?
It pays to know what charges to expect when planning a funeral for yourself or a loved one.
The best strategy is to contribute as much as you can as early as you can.
The first step to effectively using your 401(k) is to assess your retirement needs.
If you devise a plan and start contributing now, you could easily reach your retirement goals.
Here's a rundown of the four plans for the self-employed and small-business owner.
They have several options, including ways to stay in their own home.
Make sure your parent have the right documents to spell out their desires if they can no longer make decisions for themselves.
Know how much money they have, locate their important documents and make sure they have the right insurance coverage.
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Here are the basics of meeting the financial needs of mom and dad as they get older.
Here are the basics of what you'll get and when.
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You need to understand the basics of your employer's retirement plan.
What's the difference between a pension, 401(k), 403(b), ESOP and profit-sharing plan? Find out.
If you're interested in starting an IRA, the first thing you need to find out is if you can.
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This tutorial explains the basics of IRAs and how to get the most out of them.
How to get started and where to put your money.
Even if Congress doesn't fix the drain on the system, there will be some money for you.
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Retirement strategies for saving a million dollars -- at every age.
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The answer depends a lot on your tax bracket today and tomorrow.
Fewer day-care expenses and rising salaries may make saving easier than you think.
These steps will help minimize your tax bill and maximize compounding interest.
These accounts are good for more than just retirement.
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Here's what you'll need to consider when retirement day comes.
Usually you'll pay tax penalties for draining your IRA early, but there are exceptions.
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Direct transfers and rollovers let you add funds or switch sponsors.
You won't be penalized, but you will owe taxes. Here's how to soften the blow.
IRAs give you the flexibility to choose who will manage your account and what will go into it.
This table will show how long a pool of assets will last and how much you can withdraw each year.
The retirement accounts you tap can affect the taxes you pay.
Look for free money and line up loans.
It's time to start shifting some money to fixed-income securities for safe keeping.
Time is on your side. Save often and aggressively to outpace inflation.