Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect ...

There are seven basic estate planning documents that you should have if you live in Texas: a will, statutory durable power of ...

This is Kyle Woodley, the editor of Retire With Riley, and if you actually made the choice to read this article, let me just ...

As we start a new year, many make resolutions to improve our finances. However, for retirees, tax planning is a key component ...

Watch out for capital gains payouts. Mutual funds typically distribute capital gains in December, and by November, fund ...

The typical death benefit rider promises the beneficiary the largest of three ... income unless the contract was placed inside a Roth IRA. Variable annuities, like L share annuities for example ...

“If a client’s beneficiaries have lower incomes [than the client has], it might not be best to convert funds to a Roth IRA,” he said, since the conversion would be at a higher tax bracket ...

Irish officials were worried that a US decision to designate the Real IRA (RIRA) as a foreign terrorist ... officials warned that “designation might unintentionally give a boost to dissident ...

Irish officials were worried that a US decision to designate the Real IRA (RIRA) as a foreign terrorist organisation ... officials warned that “designation might unintentionally give a boost to ...