IRA expert Ed Slott and his staff revisit locations around the U.S. presenting two-day seminars covering the most important ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam holder, and ...

**Surviving Spouse as Default Beneficiary**: If you are married and do not name a beneficiary, your spouse automatically becomes the beneficiary of the HSA by default. In this case, the HSA continues ...

Signing well-designed last wills and revocable living trusts is just the beginning of a longer process to create an “ideal ...

While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...

To estimate how much life insurance you should have, add up all of your current expenses, such as mortgage or rent, car payments, food, clothing, insurance premiums, and everything else you can think ...

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