RMDs from Roth IRAs can be complicated because of distribution and special spousal rules. Question: I inherited my spouse's Roth IRA account. He opened the account four years ago. I am now 72. What ...

Tim Howard, advice strategy and technical specialist at BT Financial Group, said spouse contribution tax offset can be ...

If your will has a trust arrangement in place for your spouse, -and it probably does, the trust must be a sole use trust for Pennsylvania purposes in order to qualify the trust assets to be taxed at 0 ...

Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. The death of a spouse is devastating. There is the obvious ...

In 2009, each individual had a $3.5 million estate tax exemption. If a married individual had assets over $3.5 million, without careful planning, those assets in excess of $3.5 million would fall ...

If your spouse (or ex-spouse) is still alive and is due to receive Social Security benefits, it pays to look into how much you could receive. Here, we'll cover seven essential things you should know ...

HIPAA regulations strictly control access to a deceased spouse’s medical records, including those from Medicare. You can only access these records if you legally represent their estate or have ...

WASHINGTON (Army News Service, Oct. 13, 2015) -- Not so many years ago, military spouses talked over coffee, at Family readiness group meetings, wives clubs and had many other face-to-face options for ...

The National Military Family Association's Meredith M. Smith and Kevin Hollinger of the Enlisted Association of the National Guard of the U.S. testify June 14 about a proposal to expand USERRA ...

Coping with involuntary job loss can be challenging. Spouses can serve as an important source of support by tending to their ...