Maureen Leddy    February 28, 2025 Now that the House has made a move toward extending expiring provisions of the Tax Cuts and Jobs Act...

Sunday, February 16, 2025 We’re in the heart of tax filing season. So far, things seem to be going smoothly. But that could change....

The 58th Annual Heckerling Institute on Estate Planning kicked off Monday in Orlando with a session entitled “Estate Planning for Modest...

Don’t give up on resolving to do better, psychologists and personal finance experts say. The key is to reframe the way you think about...

Wednesday, December 18, 2024 By Sarah Brenner, JDDirector of Retirement Education The IRA rollover rules are always tricky. However, if...

About one million taxpayers who were eligible for a pandemic-era tax credit in 2021 but did not claim it can expect a lump sum from the...

A Nevada commissioner ruled resoundingly against Rupert Murdoch’s attempt to change his family’s trust to consolidate his eldest son...

Wednesday, August 28, 2024 By Andy Ives, CFP®, AIF®IRA Analyst In my August 19 Slott Report (“Year of Death RMD – Deadline Extended!”), I...

The tax man waits for no one. Unable to file tax returns while wrongfully detained, hostages are often welcomed back to the homeland with...

Wednesday, July 31, 2024 By Sarah Brenner, JDDirector of Retirement Education In newly released final required minimum distribution (RMD)...

Rupert Murdoch is locked in a secret legal battle against three of his children over the future of the family’s media empire, as he moves...

Nobody wants to come back from the dead poor. Luckily for the rich, making wealth immortal is more solvable than reversing death. Estate...

Legal battle over retirement account worth over $750,000. The estate of a late Proctor & Gamble employee is embroiled in a legal battle...

Whether a client’s retirement dreams are five years away or 50, the single greatest threat standing in their way is taxes, warns Ed Slott...

The moment Melissa Neumann walked into a lawyer’s office eight years ago to hear the reading of her mother’s will, she felt unexpected...

Wednesday, January 31, 2024 By Sarah Brenner, JDDirector of Retirement EducationFollow Us on X: @theslottreport Did you make a Roth IRA...

January 25, 2024 Social Security supplies a substantial share, and often the majority, of a retiree’s income. For these older workers...

https://www.nytimes.com/2021/04/28/business/korea-samsung-taxes.html?unlocked_article_code=1.NU0.tQK3.oczL8MpRDDA2&smid=url-share The...

Republished from Probate Stars: A standard estate plan is the use of a “pour over” will with a revocable trust.  The will bequeaths the...

Caleb Harshberger A pair of conflicting circuit court decisions regarding estate taxes and company stock valuations are slated to clash...