A recent tax case is one of the saddest ever and shows how the tax law often has intended consequences. The taxpayers were a married couple who inherited a business from the husband’s brother. After a ...

Dorothy Neufeld is currently a financial writer for Visual Capitalist. She has 5+ years of writing experience. Suzanne is a content marketer, writer, and fact-checker. She holds a Bachelor of Science ...

We independently evaluate all of our recommendations. If you click on links we provide, we may receive compensation. But Act Fast—Both Offers Require Your Funds to Settle by April 30 Guido Mieth / ...

An audit of Susan’s IRA activity revealed that she paid income tax on $50,000 that qualified to be tax-free. Susan mistakenly believed that her IRA custodian would inform her how much of her ...

You worked hard to have a comfortable life and pass on some wealth to your heirs. Unfortunately, if not done strategically, the transition of your wealth could result in a substantial tax burden for ...

Gold can be a valuable addition to any investor's portfolio. It can protect your money from inflation, shield you from losses from other assets and provide stable returns when the economy is shaky.

Robo-advisors are going beyond the typical welcome bonus for new account holders — you can now earn a match on your IRA contributions up to 3%. On a one-time contribution of $5,000, for example, a 3% ...

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on Roth IRA conversions. Joy Taylor: No. Traditional IRA owners who are 73 and older must ...

You’ve worked hard all your life, but now it’s time (or almost time) to retire. One of your greatest fears is not having ...

Dear Liz: My husband and I have a combination of traditional and Roth IRAs naming our children and grandchildren as beneficiaries. With the passage of the Secure Act requiring distribution of ...