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7 Things to Leave Out of Your Will, Experts Say
Best Life· 3 days agoIf the thought of writing your last will and testament fills you with dread, you're absolutely not alone: No one wants to confront their mortality or do...
The Worst Things You Can Do After Losing a Spouse
Cheapism via AOL· 7 days ago"If the surviving spouse starts withdrawing $50,000 a year to pay for the mortgage, there will be taxes and early withdrawal penalties of 10% due," Doble...
IRS Extends Post-Death RMD Relief Under the 10-Year Rule for 2024 Distributions | JD Supra
JD Supra· 4 days agoThis relief was intended to address potential confusion regarding the IRS’s interpretation (as expressed in the proposed RMD regulations published in 2022) that the SECURE Act’s 10-year rule ...
What Is an UGMA Account and How Does It Work?
Time Magazine· 6 days agoIn 1986, the Uniform Transfers to Minors Act (UTMA) was passed and, in the intervening years, UGMA accounts have been superseded by UTMA accounts in all...
What to Know About Calculating RMDs
SmartAsset via Yahoo Finance· 4 days agoRequired minimum distributions (RMDs) are withdrawals you have to make from most retirement plans (excluding Roth IRAs). The age for withdrawing from...
Ask These 6 Questions Before Buying an Annuity
SmartAsset via Yahoo Finance· 2 days agoAnnuities can offer financial stability through a steady stream of income, but they can also impact your long-term financial health. Therefore, you...
U.S. issues ‘do not travel’ warning for popular South American destination
Birmingham News· 2 days agoThe U.S. is warning citizens against traveling to a popular South American destination. The State...
Americans urged to avoid Venezuela: Level 4 travel warning remains in place
App.com | Asbury Park Press via Yahoo News· 2 days agoEnsure you have a valid Venezuelan visa. Visas are not available upon arrival. Be prepared for the high risk of indefinite detention without consular access. Draft a will and designate ...
‘Buy and Shelve’: A Deadly Strategy for Life Insurance | New York Law Journal
Law.com· 23 hours agoCommon sense—and any good insurance recovery lawyer—will urge policyholders to regularly review...
Life insurance for same-sex couples
Bankrate via AOL· 4 days agoHere’s a quick breakdown: Policy owner: The person who owns the policy and is responsible for premium payments. Insured person: The individual whose life...
