You spend a lifetime accumulating a large estate. But without careful planning, Uncle Sam will knock on the door after you die and vastly reduce the wealth passed onto your heirs. After a temporary ...
If you receive group disability insurance from your company, you may think you have enough coverage to protect yourself in the event of a long-term sickness or injury. But take a closer look. One of ...
Some people are under the misconception that Social Security benefits are always free from federal income tax. However, depending on how much income you have from other sources, you may have to report ...
Custodial accounts for children are established for various reasons. Grandma gave $10,000 to little Jennifer: set up a custodial account. Mom and Dad want a tax shelter for little Johnny's college ...
Most of the time, investors are satisfied with the relationships they have with their brokers or investment advisers. Occasionally, however, an investor may have a serious dispute about how a broker ...
T here are about 60 million Americans covered by 401(k) plans. They are the most prevalent form of retirement plan in the United States, with more than 500,000 set up across the country, according to ...