Government plans to make inheritance tax due on pensions, plus other changes to IHT rules, have seen a leap in people enquiring about the use of trusts to protect their wealth. So what are trusts, and ...

While SIMPLE IRAs are in some ways similar to their cousins, traditional and Roth IRAs, they also share some features with workplace retirement plans such as 401(k)s. Understanding your plan's rules ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Skylar Clarine is a fact-checker and expert in personal finance ...

If you inherit an IRAs, you may need to take required minimum distributions (RMDs). Spouses may delay RMDs or opt for life expectancy payouts; others face stricter timelines. Non-spouse heirs ay need ...