Inheriting an IRA: How to Handle It - What are the tax implications of an inherited traditional IRA? Tax rules differ depending on whether or not the beneficiary is a spouse. Be sure you know the rules, because your decisions may have serious tax consequences. If you're a spouse of the …
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Wills and Estate Plans: Don’t Set It & Forget It
Wills and Estate Plans: Don't Set It & Forget It - There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys. “Your …
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Travel Tips For The Elderly
Travel Tips For The Elderly - One reason people look forward to retirement is because they'll have time to travel. If you've only had enough vacation time for a few long weekends a year before, it's exciting to be able to plan out a real weekslong vacation. But travel is different when you're older. …
Defined Benefit Plans: The Standard Pension
Defined Benefit Plans: The Standard Pension - Defined benefit plans are retirement plans that are largely funded by employers, with payouts based on a set formula that considers employees' salary, age and tenure with the company. Also known as pension plans, they historically were offered to entice …
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How To Divide Possessions Among Heirs
How To Divide Possessions Among Heirs - We like to imagine that a death brings families together in grief, but that's not always the case. Sometimes, the daughter of the deceased will announce that her mother had promised her the picture that always hung on the living room wall, but then the son …
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