Is the Stock Market Open on Presidents' Day?

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 15 September 24

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 15 September 24

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 14 September 24

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 14 September 24

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 13 September 24

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 13 September 24

Here are three primary reasons you might want to consider moving your retirement money from your 401(k) to an IRA once you retire.

By Joe F. Schmitz Jr., CFP®, ChFC® Published 13 September 24

Once you've decided that you and Italy are compatible, you'll want to work out your tax planning, investments, retirement accounts and benefits.

By Alex Ingrim, Chartered MCSI Published 13 September 24