inheritance
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How — and Why — to Give to Your Grandkids
A guide to giving funds and wealth to your grandchildren, including arguments for why you should.
By David Rodeck Published
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Don’t Count on an Inheritance for Your Retirement Plan
Older generations might not be planning to leave you as much as you think they are, and with rising costs, they might not have much left to leave you anyway.
By Justin Grossbard Published
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Inherited Retirement Plan? How to Easily Understand Payout Rules
Figuring out first which kind of beneficiary you are will make it easier to grasp the rules and timing on required distributions.
By Mike Piershale, ChFC Published
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Joint Account With Rights of Survivorship and Alternatives Explained
inheritance Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
By Casey Robinson, CFP Last updated
inheritance -
Expecting an Inheritance? Consider Coordinating Your Estate Plan with Your Parents’
Doing some ‘upstream’ planning now will take the guesswork out of what’s coming your way.
By David Handler, J.D. Last updated
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SECURE Act Has Changed the Inherited IRA Rules
inheritance The IRS recently proposed a major change in the way inherited IRAs work for those subject to the SECURE Act’s 10-year rule. Inheritors need to be ready.
By Steve Parrish, J.D., RICP® Published
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2 Clever Ways to Gift Your Home to Your Kids
buying a home Be sure to consider the taxes you'll owe if you want to give the family home to an adult child.
By Joy Taylor Published
buying a home -
Oh Unlucky Heirs with Tim Steffen
Financial Planning Just because you’re in the will doesn’t mean you’re sitting pretty. Also: Does October deserve its scary reputation for stocks?
By David Muhlbaum Published
Financial Planning -
I Inherited an IRA. Now What?
Financial Planning Here’s what you should consider if you inherit money in either a traditional or a Roth IRA.
By Michaela Wang Published
Financial Planning