In Case You Missed It
An income annuity can convert your savings or a pension-plan lump sum into a lifetime stream of income.
Are you concerned about how future tax laws could impact you? Here are five ways to reduce your potential estate tax liability.
How can you invest in your retirement sustainably?
IRAs are different. They have their own set of complex distribution rules, both during life and after death. Advisers Joseph DiSalvo and Marie Madarasz explain.
How can you make your charitable giving go further? Try taking advantage of charitable tax credits.
The mega backdoor Roth IRA may be an option to even further increase contributions for future tax-free Roth growth and withdrawals. Do you know how to utilize it?
Ask the Hammer
Jeffery Levine, chief planning officer at Buckingham Wealth Partners, answered a reader question about if cancelling a life insurance policy could count as a taxable event.
Jeffery Levine, chief planning officer at Buckingham Wealth Partners, answered a question about how a reader can prevent an over contribution.
A reader is unable to claim Social Security under her own work record and would like to claim under her husband's work record. When can she do that and what would she receive? Adviser Kathleen Campbell provides the answers.