For many people, retirement accounts—such as IRAs, 401(k)s, 403(b)s, and other qualified plans—are among their largest assets. Choosing the right beneficiary for these accounts can significantly affect how much your loved ones receive, how quickly the money must be distributed, and how much is lost to taxes. One strategy some people use is naming their revocable living trust as the beneficiary of these accounts. This approach offers meaningful benefits in terms of control and

Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work and can now focus your...

The SECURE Act could have negative tax consequences for the many beneficiaries of many older Americans' retirement accounts.

When it comes to federal programs, Medicaid and Medicare, in written form, look alike and they do sound alike but work very differently.

Military families carry so many burdens. As a result, military families need to consider special estate-planning issues that others do not.

It DOES matter when you opt-in to take your social security benefit. Between the age of 62 and full retirement, your benefits increase by ab

Two asset protection tips that you can use right now to protect your assets from creditors, predators, and lawsuits.