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Financial Planning, Wealth & Tax Advisory

Inherited IRA Rules: Non-Spouse and Spouse Beneficiaries

The rules guiding the inheritance of an individual retirement account (IRA) when the IRA owner dies are complicated, but at least one aspect is straightforward: Whether a spouse or non-spouse is named the beneficiary of the account when the IRA owner dies, the current tax law allows the inheritance, or the total sum in the […]

Video: US Homeownership Premium Could Shrink This Year

Homeownership premium could shrink in 2024 as the annual cost of renting continues to grow and the cost of homeownership eases modestly. The cost of renting an apartment versus buying a starter home in the fourth quarter was the most dislocated it has been since the 1980s.