I was left $200,000 in an IRA Beneficiary Distribution Account (BDA) when my father passed. I have 10 years to withdraw this money. I'm at the 35% federal tax rate currently and plan to make a similar ...

My paternal grandfather passed away in October 2022. I was 18 at the time and wasn’t involved in much of the discussion ...

More advisors are finding themselves in a gray area. “Gray divorce,” that is.

They're not wrong. In 2002, Fidelity Investments projected that health-related expenses in retirement would cost the average ...

It's important to understand which kinds of taxes you may anticipate in estate planning — and how that money will be used by your beneficiaries.

Receiving an inheritance, whether expected or unexpected, is a bittersweet experience. While the extra money (or assets) may ...