Retirement Planning

Some things are more important than memorabilia. Not just any Olympic gold medal, mind you, but the medal won by U.S. Olympic hockey team goalie Jim Craig in 1980. That team, of course, is most remembered for the "Miracle on Ice," its semifina...

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.