An inherited non-qualified stretch annuity pays out over many years instead of all at once. Only the earnings in each payment ...

A non-qualified stretch annuity extends the payout of an inherited annuity over time, rather than receiving the full amount ...

As we approach the end of 2025, we wanted to highlight some key issues to think about before year-end, and items to consider ...

This is an excellent question because it affects many people who are retired or approaching retirement. The fact that tax on ...

Year‑end planning is critical for wealthy families, in order to preserve wealth, minimize taxes, and grow wealth. Review ...

Open Season closes Dec. 8. Review FEHB and PSHB plans, savings opportunities, HDHP and FSA options and enrollment rules before the deadline.

I currently have a substantial amount of retirement savings between my Roth and traditional IRAs and my Thrift Savings Plan (TSP). More than enough, I think, to get me to 100. I'm 65, single and ...

This article adheres to strict editorial standards. Some or all links may be monetized. One of life's hardest challenges is watching our parents grow old. Consider this scenario: you've witnessed a ...

How has the IRS changed the required amendments (RA) list for qualified plans and 403(b)s for 2025? Notice 2025-60 tells us.

Many people will be shocked when they discover the intricate rules — and lack of supporting paperwork — when filing 2025 ...