The Trump tax cuts doubled the exclusion before lifetime gift and estate taxes applied. For 2025, the threshold is climbing to $13.99 million per person. Without congressional action, the level would ...

Retirement planning isn't for the faint of heart, especially when you're going it alone. Just ask Wes B., a retired boomer ...

Many high-income earners find themselves at a crossroads when it comes to optimizing their financial strategies for the ...

Raising children from cradle to adulthood can be incredibly expensive, especially if we haven’t yet seen the last of ...

Workers who are 60 to 63 will be able to put in up to $11,250 in extra contributions in to their workplace retirement plan, ...

The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains ...

During President-elect Trump's campaign, he made two proposals regarding Social Security. The grim reality is that neither ...

This article originally appeared on GOBankingRates.com: 4 Financial Goals Suze Orman Says You Should Have Achieved By Age 50 ...

Nicholas Takahashi and his team are accused of deliberately trying to poach the clients of a former colleague managing hundreds of millions in assets and producing more than $1 million a year in ...

The UCLA professor Shlomo Benartzi’s new visualization tool, unveiled at PLANADVISER’s national conference in November, is designed to inspire optimism in retirement.

On this episode of Retirement Report, host Hank Parrott discusses the different stages of retirement and how your needs change and evolve as you age.

With the plans, workers are automatically enrolled and contribute through payroll deductions. The goal is to help more ...