Workable solutions to enable Medicaid benefits to become available

Recognizing possible missteps is key to avoiding significant tax consequences

FedEx retirement plan’s meaning of “spouse” might violate federal law

Best options for a client receiving distributions that include employer stock with net unrealized appreciation

(Bloomberg) -- Cash is the most common graduation gift, according to a new survey by the National Retail Federation...

Feeling vulnerable. | Artem_Furman/iStock/Thinkstock A surprising number of millennials have fallen victim to some sort of financial abuse, or "infidelity," perpetrated by their significant other, according to a new study by CentSai, an online...

IRS Announcement 2014-32 applies to distributions from qualified plan accounts.

Democracy at work. | Copyright Andrew Burton, Getty Images Smart beta may not simply be a passing fad. Global assets in smart beta ETFs are expected to surge from $282 billion today to $1 trillion by 2020 and $2.4 trillion by 2025, according t...