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Grieving families face 'ticking clock' to avoid penalties under Rachel Reeves's inheritance tax raid

Inheritance tax changes announced by Chancellor Rachel Reeves have been branded "inhumane" by pension experts, who warn ...

‘Gray divorce’ shifts retirement: One legal document saves your 401(k)

We asked the Claude AI assistant for advice on dividing 401(k)s during a "gray divorce." While the answer was "concise and ...

How much should you keep in a CD? Balancing safety and yields in a falling-rate environment

How much is too much to invest in a CD? Here's how to leverage a certificate of deposit without missing out on higher yields ...

Four Reasons to Roll Over Your 401(k) into an IRA (And Four Reasons Not To)

Unless, that is, you already have money in a deductible IRA — which you certainly will if you roll over your former employer’s 401 (k) into an IRA. In that case, your tax bill will be based on the ...