'As good a death as possible': This WSJ money expert with terminal cancer has a parting gift for readers — his tips on organizing your estate and leaving your family in good ...
Jonathan Clements, a long-time personal finance columnist for The Wall Street Journal, has been guiding readers since 1994. “Most of the time, I am the nag who uses this column to advocate trading ...
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What is a beneficiary?
Can I be my own beneficiary? When you hold a financial account, you’re entitled to its assets as long as you’re alive. The ...
Patti Brennan: Building Client Trust and Avoiding Costly Mistakes With Inherited IRAs
The CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer ...