A one-time transfer outperforms an equal-installments method in most tax situations, research finds.

While some employers allow you to keep your 401 (k) after you have left the company, not all do, especially if the balance is ...

Experts share strategies for managing the $84 trillion wealth transfer from baby boomers, including tax planning, trusts, and ...

When a long-term relationship ends, predictable routines vanish and emotional upheaval and stacks of paperwork often arrive ...

While time is running out to make Roth conversions before the end of the taxable year, consider taking your time and ...