When you've got to take required minimum distributions (RMDs) make some lemonade. Here are our top ideas for using the extra ...

When you’re creating a strategic family tax plan, it’s important to note that your business structure may be one of the most ...

Understand how to use real estate gifting, vacation home transfers, and education funding to leave a lasting legacy.

They're designed to be played on pretty traditional controllers, so even two back buttons can make fighting Bowser in a Mario game feel like you're a plumber turned high school bully. The Nitro ...

Companies are reporting an increase in wealthy older people withdrawing sizeable sums from their pensions to splash out on family holidays or gift to their children ...

Warren Buffett is known for both his generosity and his frugality. That might be why he pulled the plug on large cash gifts ...

The most unforgettable retirement gifts share a common quality—they acknowledge both the past and the future. They honor ...

But here’s the truth: A tax refund isn’t a gift. It’s part of every paycheck you should have been getting all along. It’s not ...

Do the ins and outs of required minimum distributions (RMDs) from individual retirement ... Just make your charitable distribution first, to ensure that the entirety of the gift is counted toward ...

There are no restrictions in Australia on giving money, and there is no gift tax or gift duty ... in the statement of advice that we each make a $300,000 downsizer contribution into our respective ...

take a look at this list of things boomers should never buy in retirement. It’s only natural to want to take a vacation once you retire. In fact, some retirees try to make it a lifestyle.