United States Congress
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Does an Annuity Belong in a 401(k)?Making Your Money Last Unlike pensions, 401(k)s place the risk of outliving savings squarely on the retiree's shoulders. Find out what's right for you.
By David Rodeck
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SECURE Act Has Changed the Inherited IRA Rulesinheritance The IRS recently proposed a major change in the way inherited IRAs work for those subject to the SECURE Act’s 10-year rule. Inheritors need to be ready.
By Steve Parrish, J.D., RICP®
inheritance -
Everyone Is Talking about Roth IRA Conversions – Here’s WhyRoth IRA Conversions Two reasons to consider a Roth conversion now, plus some traps to avoid.
By Michael Aloi, CFP®
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Getting Around the Stretch IRA BlockMaking Your Money Last Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
By Jackie Stewart
Making Your Money Last -
5 Fixes That Could Help Save MedicareMedicare There have been dire warnings about the overall health of Medicare for years, yet policymakers have been slow to act. Here's how Congress can shore up the program.
By Jackie Stewart
Medicare -
Why This Tax Filing Season Could Be UglyCoronavirus and Your Money National Taxpayer Advocate Erin M. Collins warns the agency will continue to struggle with tight budgets and backlogs. Her advice: File electronically!
By Sandra Block
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Will Monthly Child Tax Credit Payments Be Renewed in 2022?Tax Breaks There will be more child tax credit payments this year if the Build Back Better Act is signed into law. But will the bill get through Congress?
By Rocky Mengle
Tax Breaks -
Child Tax Credit 2022: How Next Year's Credit Could Be DifferentTax Breaks President Biden wants to extend the enhancements made to the 2021 child tax credit – but with some important differences.
By Rocky Mengle
Tax Breaks -
Biden's Spending Framework Limits Medicare ExpansionMedicare The Medicare expansion in President Joe Biden's $1.75 trillion spending plan included fewer new benefits than some Democrats had hoped for.
By Jackie Stewart
Medicare
