Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to ...

Planning for retirement isn’t simple. Many investors and their advisors pore over options, looking for the perfect allocation of stocks, bonds, cash and other assets. “What few of them are thinking ...

There’s a common misconception that life insurance is only useful after someone dies. But modern policies can offer powerful ...

We analyzed 19 term life insurance companies to find the best options based on cost, coverage and complaints ...

One of the major advantages of the IRA rollover is that your beneficiaries can create a "stretch IRA." This option is available for nonspouse designated beneficiaries. With the stretch IRA, ...

Life insurance is commonly purchased to provide financial support for the policyholder’s loved ones in the event of an untimely passing. It acts as a legacy planning tool that can provide funds for ...

A San Francisco federal judge ordered to stop promoting two unlawful tax schemes known as Pension Asset Transfer (PAT) and Financed Roth Conversion Strategy (FROCO). The IRS filed a lawsuit against ...