For certain beneficiaries inheriting defined contribution plan benefits, including, but not limited to, 401(k), 403(b), and Individual Retirement Arrangement (IRA) accounts, the distribution rules ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Editor’s note: This is part seven of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for ...

Each week, in our Ask the Editor series, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on topics submitted by readers. This week, she’s looking at questions on the tax rules for ...

The clock is ticking for philanthropic clients who want to maximize tax deductions on their charitable donations. New rules ...