Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. 2020 estate planning was a wild ride! Throngs of wealthy Americans had ...

Despite new challenges brought on by COVID-19 in 2020, retirement planning remains a core part of financial security. All retirement planning is deeply personal. It is not just about saving money, ...

2020 may rank as the most turbulent year in memory for many Americans, resulting in a highly uncertain estate planning environment. In addition to the tragic health consequences, COVID-19 caused ...

The COVID-19 pandemic has upended just about everything this year, including retirement planning. Enough new rules governing Individual Retirement Accounts and workplace 401(k) plans were introduced ...

When it comes to tax planning, much of the attention is on Washington and its changes for 2021, but there's still much to be done when it comes to year-end 2020. In a future column, I'll be taking a ...

#10 WHAT IS A 401(K)? | Google searchers were curious about their retirement options in 2020, with “What is a 401(k)?” coming in as the 10th most-searched financial planning question of the year. In ...

2020 brought an unprecedented wave of early retirements on campuses. This unanticipated contingency highlights the importance of succession planning for institutions. Succession planning is the ...