Latest
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If You Inherited an IRA Recently, You Could Be in for a Mess
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.
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6 of the Best Assets to Inherit
inheritance If you really want to help your heirs out, these are some of the best assets to leave them.
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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?
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6 of the Worst Assets to Inherit
inheritance Leaving these assets to loved ones may be more trouble than it’s worth. How to avoid adding to their grief after you're gone.
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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.
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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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18 States With Scary Death Taxes
inheritance Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes that could still hit your heirs.
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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.
