Winning the lottery sounds great — until taxes enter the picture. Here’s what to know about federal taxes, state taxes and payout choices.

From GRATs to Roth conversions, learn how to leverage market swings to protect your family’s future wealth.

Learn when and how to make a tax-free switch into a new life insurance policy or annuity if your needs change ...

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.

Media entrepreneur and former New York Mayor Mike Bloomberg led the Chronicle’s Philanthropy 50 list, followed by Microsoft co-founders Bill Gates and Paul Allen. Allen died in 2018, but his estate is ...

My husband, 73, just remodeled his rental house. It is in beautiful shape and he is considering selling it rather than continuing to use it as a rental. He spent $40,000 of his savings on remodeling.

Giving a gift to a relative or friend can get you a gift in return from Uncle Sam in the form of future tax savings ...

When you die and ownership of your retirement accounts transfer to beneficiaries, they may have to pay high taxes. Here's how to avoid passing on a tax bomb.

The decline of pension plans means fiduciaries need to give lifetime income products greater consideration said experts in a recent webinar in which they discussed how to approach such savings ...

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