Latest
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If You're the Millionaire Next Door, You May Be a Terrible Spender
Good job on all that great saving. Now you need to start spending some of that hard-earned retirement savings on the things you love.
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Who Will Be the Beneficiaries of Your Wealth?
Deciding who you want to inherit your wealth, as well as when and how, is a crucial first step in estate planning. Here are the four beneficiaries to keep in mind.
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Talkin' 'Bout My Generational Wealth: Baby Boomers
With retirement, each generation has different priorities and challenges. For Baby Boomers, it's a matter of ready or not, here it comes.
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IRS Delays IRA RMD Rules Again
Inherited IRAs The IRS has delayed certain required minimum distribution rules. Here’s what the latest change means for some inherited IRA beneficiaries.
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How to Protect Your Digital Assets From Estate Tax
Estate planning is critical to ensure heirs don't get hit with millions in estate taxes after you die. You can also protect your digital assets from litigation.
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How to Handle Irrevocable Trust Assets Tax-Efficiently
Irrevocable trusts can be structured so that trust property is either included in the potentially taxable gross estate or removed. What are the pros and cons?
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Three Ways to Pay Less Taxes to Uncle Sam
Retirees especially could benefit from these tax-efficient strategies that focus on what you leave your heirs and what kind of accounts your money is in.
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Irrevocable Trusts: Less Control Equals More Asset Protection
Balancing the costs and benefits of surrendering control is key when ensuring a trust maker’s assets are properly managed and distributed the way they want.
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Apple TV+'s 'Loot' Offers Five Lessons for Inheriting Wealth
Season two just ended, and main character Molly (played by Maya Rudolph) has shown us multiple ways that new heirs should and should not be like her.
