Surviving spouses in the United States have the option to claim Social Security survivor benefits based on their deceased ...

Janice’s husband died suddenly last year after having a stroke. The couple were a few years away from retirement. Janice, 62, ...

One key reason is the “widow’s tax penalty,” a little-known tax consequence that can increase your tax burden and reduce ...

This change can significantly impact your taxes: you may face a lower standard deduction, a higher marginal tax rate, more of ...

If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries ...