Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

The bill extends portions of the Tax Cuts and Jobs Act, provides deductions to eliminate income taxes on certain tips and ...

When he becomes a GS-13 I can contribute less to his expenses. This allows him to contribute fully to his Thrift Savings Plan with Roth contributions. We have saved $6.5 million in 401 (k), IRAs and ...

SBI Securities' Sunny Agrawal anticipates a constructive second half for equity markets in 2025, driven by rate cuts, tax benefits, and revived capex. He suggests focusing on rate-sensitive sectors ...

Are you getting married soon? Or have you recently exchanged vows? Amid all the wedding-related details, have you thought about your changing tax status? First, you may have heard that getting married ...

Financial independence isn't just about your lifetime, it's also about what you leave behind. A good financial plan includes legacy planning, which ensures that your assets are transferred according ...

The dispute over Jimmy Buffett's estate highlights crucial lessons for the rest of us on trust creation, including the ...

The new omnibus budget bill sets the federal estate-tax exemption at $15 million for the next year and provides for the ...

This is a generationally significant moment—strategic action now can preserve and protect multigenerational wealth when it ...

Chris’ Estate Planning Article appears online every Sunday at www.nwi.com. Address questions to Chris in care of The Times, 601 W. 45th Ave., Munster, IN 46321 or to [email protected] ...

Fuller, Social Security's first beneficiary, retired in 1939 and died in 1975. Today, we should all be planning for a retirement that's as long as Ida's.

Overpaid beneficiaries can file Form SSA-561 ("Request for Reconsideration"), as well. This approach can work two different ways. For some, it's a way to appeal the claim they've been overpaid.