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This Double-Dip Trust Benefit Really Is Too Good to Be True
Let's clear up the confusion among some trust makers and taxpayers over how grantor trust status affects the step-up in basis and estate tax exclusion.
By Rustin Diehl, JD, LLM Published
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How to Structure Retirement Income to Tamp Down Taxes
From Social Security to IRAs and investments, with smart tax planning, retirees can have some control over how much of their income they'll get to keep.
By Rick Barnett, CEPP, CFCA, MEP Published
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5 Stocks to Buy for a Harris Presidency
The race for the White House is heating up and these five stocks are set to benefit if Kamala Harris claims victory.
By Will Ashworth Published
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Four Key Elements of a Good Estate Plan
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish these basic goals.
By John Goralka Published
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Stock Market Today: Stocks Rise as Fed Rate Cuts Near
The main indexes closed out the day and week notably higher as excitement swirls ahead of next week's rate cut.
By Karee Venema Published
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Earnings Calendar and Analysis for This Week
stocks Check out our earnings calendar for this week, as well as our previews and recaps of the more noteworthy reports.
By Karee Venema Last updated
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What You Need to Know About Calculating RMDs for 2024
required minimum distributions (RMDs) As the end of 2024 nears, it's important to know how to calculate your required minimum distributions (RMDs) if you haven't taken them already— and be prepared for them to be higher this year than they were in 2023.
By Chris Gullotti, CFP® Last updated
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12 Steps to Protect Your Retirement Savings From Market Volatility
Even when the market ebbs and flows, you can keep your retirement investments stable with these proactive strategies.
By Kiplinger Advisor Collective Published
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Four Common Misconceptions About Life Insurance
Just because you have no dependents and no debt doesn't mean life insurance wouldn't come in exceedingly handy for someone in your life or even a charity.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published