If a death benefit is going to a dependant, like a spouse or minor children, then it can be paid as an income stream or as a ...

When the Tax Reform Act of 1986 became law, most financial professionals saw what they had lost—deductions, shelters, and loopholes. A few saw something entirely different. Buried deep in that ...

MicroStrategy’s strategy has evolved significantly over the past year, moving beyond simple Bitcoin accumulation to sophisticated financial engineering. The company initially gained attention as the ...

What Is an Annuity Date? An annuity date, often referred to as the annuitization date, is a pivotal term in the context of annuity contracts. An annuity is a financial product issued by an insurance ...

Revenues for the second quarter of fiscal 2025 were $65.9 million compared with $54.5 million for the same period of fiscal 2024. The year-over-year increase was driven by organic growth and the ...

The rules governing the inheritance of an individual retirement account (IRA) when the IRA owner dies are complicated, but one aspect is straightforward: When the IRA owner dies, the current tax law ...

Simply put, millions of Americans are sitting on savings that could trigger large tax bills later in life. Without proactive ...

Margaret Giles: Hi, I’m Margaret Giles from Morningstar. Many baby boomers will be coming into retirement with most of their assets in tax-deferred accounts, which require withdrawals called required ...

Catch-up contributions are extra retirement-account contributions workers 50 and older can make. Beginning in 2026, high earners will only be able to make catch-up contributions to Roth accounts. This ...

Darnel Berntz shares why now is the most promising time in 25 years to create "tax alpha" through proactive, tax-efficient portfolio management. Drawing on decades of experience, Berntz explains how ...

One of the most significant features of the One Big Beautiful Bill Act that Congress passed in July is it permanently eliminated the federal estate tax liabilities for individuals with less than $15 ...

The tax brackets you fall into determine how much you owe the IRS at tax time. For tax year 2024 (filing in 2025), there were seven brackets: 10%, 12%, 22%, 24%, 32%, 35% and 37%. That will remain the ...