Latest
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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.
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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.
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?
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.
Financial Planning -
How to Pre-Fund a Legacy So You Can Enjoy Your Retirement Guilt-Free
inheritance If you want to ensure your kids will get the inheritance you had in mind for them — and you want to be able to spend the rest of your money on yourselves in retirement without worry — here’s one way to do that.
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Inherited 401(k)s: 6 Questions Heirs Need to Ask
401(k)s An inherited 401(k) can be a lasting legacy, but the windfall needs to be handled carefully to maximize the inheritance and minimize taxes.
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When Should Your Children Get Their Inheritance?
inheritance How can you tell if your children are ready to responsibly receive an inheritance? Here are some age guidelines to consider, but of course, it's more complicated than that.
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A Trust Can Protect Your Adult Child’s Assets from a Failed Marriage
inheritance If you don’t want money you’ve worked hard for to pass down to your son’s or daughter’s ex, then consider a trust.
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What Heirs Need to Know About Reverse Mortgages
inheritance Death of the borrower triggers the loan payoff, but the estate and heirs will never owe more than what the home is worth.
inheritance
