February 23, 2018

Women who avoid preparing for life as a widow only add to the pain of losing a spouse.

Life ends with only one possible conclusion: death. And while no one wants to spend any more time than necessary thinking about that outcome, basic steps taken now can help avoid add...

February 1, 2018

This special consideration for employer stock held in 401(k) plans only applies to lump-sum distributions, but it could save significant income tax.

Taxpayers may be overlooking an important break on income tax when they take a lump-sum distribution from a 401(k) plan....

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October 26, 2018

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