Hosted on MSN

How to navigate inheriting an IRA from a parent

What are the rules regarding inherited IRAs? My brother and I recently inherited our father’s IRA when he passed away late ...

Trump v. Trump. Which president shows up at the State of the Union?

Will it be the-economy-is-fixed Trump or I-feel-your-pain Trump when he addresses Congress? America-First Trump or ...

8 Key Financial Questions Baby Boomers Are Asking Experts for Better Retirement Planning

Baby boomers have many concerns about retirement and getting old. In this article, financial advisors provide responses to this generation's biggest financial worries.

I'm a wealth adviser: This strategy can slash your taxes on large stock or property sales

Selling a major asset can result in huge capital gains taxes, but combining direct indexing with tax-loss harvesting can ...

'I need to get my financial ducks in a row': I'm 80 with $1 million. How do I prevent my son from being hit with inheritance tax?

I'm 80 and I need to get my financial ducks in a row. I have $650,000 in investments, $250,000 in life insurance and about $150,000 equity in my home, plus good long-term-care insurance. All of this ...