A marriage may end but not Social Security benefits
June 26, 2024
If they meet certain requirements, a divorced individual can receive Social Security benefits similar to a married spouse.
June 26, 2024
If they meet certain requirements, a divorced individual can receive Social Security benefits similar to a married spouse.
Latest
A rising number of US taxpayers are subject to an investment income surtax, introduced a decade ago in federal legislation. Here are some strategies that may help mitigate the impact of the tax.
For married couples, it is important to understand the rules for claiming Social Security survivor benefits in order to plan ahead.
Here are some financial planning considerations and steps newlyweds may want to take after the wedding.
Many families think about college savings during the month of May and seek to learn more about 529 plans.
Grandparents may want to explore funding a 529 plan for their grandchildren. Here are some considerations such as the impact on estate plans and student aid.
For families saving for college, 529 plans remain popular. Here are some key facts about 529 plans.
Heirs with inherited retirement accounts can skip taking RMDs this year without penalty under IRS guidance.
Considering the broader tax benefits, 529 plans may be a more tax-efficient way to save for college than custodial accounts.
With tax season over, some taxpayers may want to forget about taxes until next year but there may be advantages to focusing on taxes beyond the filing season.