C hecking your beneficiary designations each year on your investment accounts is always a wise move. Our team does this ...

Do you want to get serious about saving and planning for retirement? Sign up for Retire With Riley, Young and the Invested's free retirement planning newsletter. Forgetting About Previous Account ...

Under the new regulations, most non-spouse beneficiaries must now withdraw the full balance of an inherited IRA within 10 years of the original account holder’s death. Known as the "10-year rule ...

Here's the Allworth Advice: Everyone should be as thorough as possible when creating their estate plan, but you and your wife should be even more so. The more detailed you can be, the better.

Social Security, DOGE, Women's History Month and more. Catch up on all the news and advice from this week's Retirement Daily.

Based on statements from then-acting SSA Commissioner Kilolo Kijakazi in 2023, the agency overpaid more than 1 million beneficiaries in fiscal 2022 (the federal government's fiscal year ends on ...

For beneficiaries, understanding the tax implications is crucial. The funds withdrawn from an annuity are usually taxed as ordinary income, so the larger the withdrawal in any one year, the bigger ...

Overpaid beneficiaries can file Form SSA-561 ("Request for Reconsideration"), as well. This approach can work two different ways. For some, it's a way to appeal the claim they've been overpaid.

As CMS sets its agenda under new leadership, there are critical opportunities to develop integrated care models for dual-eligible beneficiaries in non-integrated Medicare Advantage plans and ...

Based on statements from then-acting SSA Commissioner Kilolo Kijakazi in 2023, the agency overpaid more than 1 million beneficiaries in fiscal 2022 (the federal government's fiscal year ends on ...