inheritance
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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.
By David Rodeck Last updated
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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.
By David Rodeck Last updated
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7 Best Stocks to Gift Your Grandchildren
The best stocks to give your grandchildren have certain qualities in common.
By Dan Burrows Last updated
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Don't Rely on a Large Inheritance
You may not get that large inheritance, since older Americans are living longer, reducing how much they’ll leave behind.
By Ella Vincent Published
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How Finances Can Improve for Retirees — and the Next Two Generations
Hypothetical retirees from 2017 are in much better financial shape today, thanks to annuities and higher interest rates. Their kids and grandkids stand to also reap the benefits.
By Jerry Golden, Investment Adviser Representative Published
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Three Essential Strategies for Managing Your Inheritance
Before you start spending your windfall, take some time to figure out your taxes, how you might invest and what your long-term plan looks like.
By Christopher C. Giambrone, CFP®, AIF® Published
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Six Steps to Take if You've Recently Inherited Money From a Loved One
It’s important to deal with the emotional aspect first before tackling the financial one.
By Kiplinger Advisor Collective Published
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How Might the Great Wealth Transfer Change Society?
As $84 trillion in assets move from Baby Boomers to younger generations, we could see a greater emphasis on financial technology and investing based on values.
By Jennifer Wines, JD, CPWA® Published
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IRS Delays IRA RMD Rules Again
Inherited IRAs The IRS is delaying certain required minimum distribution rules. Here’s what the latest change means for some inherited IRA beneficiaries.
By Kelley R. Taylor Last updated
Inherited IRAs