Title Game

Don’t create a revocable living trust for tax benefits, because such trusts don’t save estate or income tax. So why …More

Self-Taught

Should you select a 529 college savings plan on your own or should you use a financial professional? There are …More

Math Problem

Many people believe that distributions from 529 plans are tax-free if the money is spent on higher education. That may …More

Trust-Worthy

Astute estate planning might include: ADVERTISEMENT * A credit shelter trust, also known as a bypass trust. At the death …More

Solid Assets

To protect yourself against inflation, keep 10-15 percent of your portfolio in "hard assets," which tend to do well when …More

Math Problem

Many people believe that distributions from 529 plans are tax-free if the money is spent on higher education. That may …More

Trust-Worthy

Astute estate planning might include: ADVERTISEMENT * A credit shelter trust, also known as a bypass trust. At the death …More

Return To Sender

Seniors aren’t the only ones who must take minimum required distributions (MRDs) from retirement accounts. Anyone who has inherited an …More