The ultimate inheritance tax trick — and how to use it
Planning for the tax bill that you might leave your loved ones has never been more important. According…
Younger people have taken control of their finances, for better and worse – The Irish Times
Technology has lowered the barriers to investing. You can do it from your phone, and with free tips…
These Are the Funds in Morningstar’s 401(k)
I have been on Morningstar’s 401(k) committee for more than 25 years. In that capacity, I work with…
Probate notice after death of man and woman from Bridport
They are for Kenneth John Rattenbury and Heather Lilian May Rattenbury of Edgehill Road, Bridport, DT6 5BD. Mr…
HB Wealth Lifts Out $15B Team From J.P. Morgan
HB Wealth, an Atlanta-based RIA integrator with $29 billion in assets, has lifted a five-person team managing nearly…
Retirement Backlog Surges, OPM Offers New Online Retirement Tools — FEDmanager
Federal retirees are likely going to wait longer for their claims to be processed. The federal government’s retirement…
What are the proposed changes to wills?
One of the most common causes for an estate dispute is the lack of understanding that marriage or…
Major change to push more than 100,000 over 60s into ‘absolute poverty’
Thousands older people could be pushed into extreme poverty under upcoming pension changes, experts have warned. Analysts say…
What Is the Required Minimum Distribution (RMD) for a $500,000 Retirement Account?
In general, anyone with a tax-deferred retirement account must take withdrawals called required minimum distributions (RMDs) beginning at…
Canada Pension Plan Raises €815 Million in EDP Share Sale
The Canada Pension Plan Investment Board, one of the world’s largest pension funds, raised about €814.7 million ($942.6…
I’m 46 With a $1 Million 401(k). How Can I Get to $2 Million at a Normal Retirement Age?
hynci / iStock via Getty Images You can easily double a $1 million nest egg in 20 years.…
I’m 82, Still Work to Survive. My 401(k) Ran Out, and I Can’t Retire.
This as-told-to essay is based on a conversation with David Hugo Barrett, 82, who works as a substitute…