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With a president-elect Joe Biden heading to the White House, estate and gift tax exemptions could be on the chopping...

It’s now easier for older savers to continue socking money away for retirement. Just be aware that unintended consequences may...

2020 will be a year to remember for decades to come. In the world of tax and retirement planning, it’s...

Q: I have two Roth IRAs at separate brokerage firms. I want to name my wife as beneficiary for one account...

Remote work has become more commonplace as a result of the coronavirus pandemic, but experts caution against expecting any major changes to U.S. tax laws...

The IRS released new guidance Friday on taking coronavirus-related distributions from retirement plans in IRS Notice 2020-50.   Coronavirus-related distributions were created...

Even though the CARES Act, Congress’s $2.5 trillion coronavirus relief provision, does not require retirees to take minimum distributions from...

Between the Secure Act and the Cares Act, retirement savers and retirees are grappling with a number of changes designed...

Sen. Ben Cardin, D-Md., signaled Thursday that the next round of coronavirus stimulus could likely include required minimum distribution relief....

It’s a confusing year for charitably minded seniors with traditional individual retirement accounts—and a good one to reconsider giving strategies....