I was left $200,000 in an IRA Beneficiary Distribution Account (BDA) when my father passed. I have 10 years to withdraw this money. I'm at the 35% federal tax rate currently and plan to make a similar ...

To reduce RMDs, you should first prioritize Roth contributions. Roth contributions can be preferable to traditional ...

The Great Wealth Transfer has begun: Cerulli Associates reports that baby boomers are set to leave a collective $105 trillion to their heirs by 2048, making Millennials and Gen Z much wealthier in the ...

Since Ryan is inheriting his mother’s investments, a step-up in basis provision would apply. This means that the taxes owed ...

The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

Learn how you can make the community better while receiving tax deductions through these five options for giving to United ...

The S&P 500's bull market is nearly three years old. This year, the stock-market rally has broadened, with four sectors outperforming the full index.

Nigeria is tripling capital gains tax for foreign equity investors, raising concerns that the move may trigger a sell-off in the West African nation’s stock market, which is up almost 40% this year.

Learn more about the key steps, tax implications and family considerations so you can be prepared when it’s time to sell your home Staff Personal Finance Editor, Buy Side Valerie Morris is a staff ...

Capital gains tax is a tax on profits from asset sales. Long-term capital gains tax rates are 0%, 15% or 20%. Short-term rates equal ordinary income tax rates.

In this week's Ask the Editor Q&A, Joy Taylor answers more questions about the use of qualified charitable distributions (QCDs) in end-of-year tax planning.

TEXAS (KTAL/KMSS) — On November 4, 2025, 17 constitutional amendments are on the ballot for Texas voters. Our ongoing series will explain what the amendments say, what they mean, why they are on the ...