My husband passed away in June 2025. I was unaware that he had several IRAs (worth a few thousand dollars). When I found the paperwork, I discovered that his son was named as the beneficiary. I ...

Encourage voluntary management. The beneficiary may agree to have funds invested and drawn down over time under a separate ...

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...

As the Center for Medicare and Medicaid Innovation moves forward with additional drug-focused models, our Part D Senior ...

ITAT Delhi held that reopening of assessment under section 148 of the Income Tax Act on the basis of stale information results into change of opinion and the same is not sustainable in law.

“Once an owner dies, beneficiary forms are much harder to fix than trusts. Often a fix is impossible,” says Natalie Choate, a ...