Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of little-known rules that are traps for the unwary. In this post, I discuss the classic misunderstandings and mistakes about inherited IRAs. I’m not going to discuss the more recent…
Citigroup is cutting certain roles as part of a broader corporate restructuring to eliminate tens…
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Investing.com — Glencore (OTC:) reportedly approached Rio Tinto (NYSE:) late last…
The California wildfires have brought widespread disaster to communities in Southern…
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TikTok and its parent company, China-based ByteDance, asked the U.S. Supreme…
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As President Joe Biden’s term draws to a close, he has granted federal student loan…
In workshops, I like to ask participants if they have a legal will—a written document…
Credit Cards & Loans
Biden’s latest round of student loan handouts brings admin total to more than 5 million
President Biden announced the approval of student loan handouts for more than 150,000 people on Monday, with the…
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Taxes & Retirement
Year-end is a time for holiday cheer, introspection, and Wall Street strategist predictions for the…