Search our articles archive

There are plenty of hurdles when trying to maximize a client’s retirement savings, making it all the more important to avoid any costly mistakes when managing an IRA.

An attorney suggests putting my IRA into a trust for my 15-year-old son. Since IRAs must be owned by individuals, I am wondering how that might work ?

Inherited individual retirement accounts made news earlier this year when the Senate Finance Committee proposed to make heirs empty them within five years of the benefactor’s death.

Naming the wrong people or failing to update documents can create a mess for your heirs.

Help ensure that those your client wants to inherit the account assets are the ones who actually do.

Generosity is no longer the selfless act we’ve long thought it to be. Studies now suggest that one of the biggest benefactors of generosity is the person who is dishing it out.

Many wealthy Americans, it turns out, are more fixated on spending and giving away their wealth than making sure their kids get a big inheritance.

The Better Angels: The wealth revolution is changing the way Americans give to charity. Nonprofits have to adapt or be left behind.

Many people want to use part of their estate to help charities they believe in—leaving a legacy of helping out the less fortunate, nurturing the arts or supporting other important causes.

The failure of the bipartisan debt reduction committee to reach agreement means there are likely to be drastic cuts in federal spending that will result in many more Americans looking to the charitable sector to meet their needs.