Learn how a 721 exchange differs from a 1031, defers capital gains taxes and provides passive income for long-term investors.

A deferred annuity is a long-term contract with an insurance company that provides future income—often for life—in exchange ...

No-excuse early voting began Tuesday across Missouri, and Kansas City Public Schools is highlighting a proposed general obligation bond that would fund building improvements across the district. If ...

Most Employee Stock Ownership Plans (ESOP) participants transfer their company stock to a traditional IRA starting around age ...

There are two primary options for investing in an IDF. The cheapest route is taking out a private placement variable annuity ...

In 2019, as part of the SECURE Act, some people are required to withdraw the entirety of an account within 10 years of the death of the account owner. The ...

The Aspen School District will work with a consultant to determine what funding sources it wants to seek through a November ...

A pair of Republican lawmakers hope to revive a 40-year-old tax deferral policy they say would protect vulnerable homeowners ...

"Two factors often overlooked in preparing for one’s golden years are taxes and health care planning. The reality is that ...

While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...

A long and active retirement may be costly — and may even bump you into a higher tax bracket. Paying some taxes on your ...