inheritance
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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
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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
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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?
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 -
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.
By Michael Aloi, CFP® Published
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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.
By Rachel L. Sheedy Published
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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.
By Lisa Brown, CFP®, CIMA® Published
inheritance