What to Know About Rolling a 529 Plan Into a Roth IRA

It used to be that there were only two options for what to do with unused funds from a 529 college savings plan: withdraw the money or save it for future qualified education expenses. As of 2024, however, you can [...]

IRS Finalizes 10-Year RMD Rules for Inherited IRAs

After much anticipation, the Treasury Department and the Internal Revenue Service (IRS) have issued final regulations relating to the 10-year required minimum distribution (RMD) rule for people who inherit individual retirement account (IRA) assets. The newly published guidelines generally reflect [...]

Inheritance Tax: What States Have It and When It Applies

Inheritance tax is a state-level tax that beneficiaries pay when they receive assets from an estate after somebody has passed away. The inheritance tax is distinct from estate taxes, but planning tools for avoiding or minimizing it, such as lifetime [...]

Study Links Credit Scores and Alzheimer’s Disease in Seniors

Missing numerous bill payments can damage a person’s credit score. But they could also signal a much bigger problem: damage to the brain from Alzheimer’s disease. Families often miss the early warning signs of Alzheimer’s in a loved one. Symptoms [...]

Who Needs a Trust Instead of a Will?

Creating an estate plan can protect your loved ones and establish your legacy. With an estate plan, you can provide for your loved ones after your death, transferring to them such assets as your home, vehicle, bank accounts, and personal [...]

Elder Financial Abuse by Family Caregivers

As life expectancy increases and the global population of seniors is projected to surpass 1.5 billion by 2050, the need to protect older adults will become increasingly vital. Older adults lose an estimated $20 billion annually due to financial abuse [...]

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