Statistically speaking, the younger you are, the more unprepared for unexpected death or incapacitation you’re likely to be. If you’re setting up a living trust, avoid these five common mistakes to help you and your trustees benefit from the full advantages this document has to offer.

The CARES Act, a response to the public health crisis and associated fallout in the wake of COVID-19, was signed into law on March 27, 2020. The CARES Act includes provisions applicable to retirement plans including loan distributions, withdrawals and required minimum distributions (RMDs).

New SECURE act signed into law. These FAQs provide a summary of some of the changes within the SECURE Act. Several of these provisions will require interpretation form the IRS and other agencies.

Own your own business? Whether you're going it alone or managing some top-level talent, you may want to consider offering an SEP IRA. Get started with 5 quick facts as you consider this retirement plan option.

There are a number of details involved when it comes to maximizing your Social Security benefits. If you're married, it's important to consider your options for both you and your partner.

The CARES Act has allowed retirees to forego taking their RMDs for the rest of 2020. Learn why this could be a money-saving move and what else you need to know with this quick guide.