Latest
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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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Smart Ways to Handle an Inheritance
inheritance A bequest could change your life, but don’t quit your day job.
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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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5 Strategies to Keep Your Heirs From Blowing Their Inheritance
estate planning Preserving the family money beyond a few generations isn't an easy task.
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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.
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How to Minimize Taxes When You Inherit an IRA
IRAs One key: Take minimum distributions each year based on your life expectancy.
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IRA Heirs Beware Mistakes
IRAs Nonspouse beneficiaries who inherit an IRA should watch out for these common pitfalls.
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Cost Basis for Inherited Stock
stocks Here's how to figure the value of your shares.
