Rules on inherited IRAs have tightened, and most non-spouse beneficiaries must empty the pot in 10 years or face stiff ...

The biggest wave of wealth in history is set to pass from baby boomers over the next 20 years, and it’s going to have a huge impact on those who stand to inherit it. It’s called The Great Wealth ...

The SECURE Act changed the rules for many individuals who inherited individual retirement accounts. However, even though SECURE took effect five years ago, advisors continue to receive questions from ...

Ivanna Hampton: Welcome to Investing Insights. I’m your host, Ivanna Hampton. Thoughts about buying a new car or going on a luxurious trip may cross your mind when you receive an inheritance. Yet, not ...

A Roth IRA doesn’t have required minimum distributions unless it’s inherited. Withdrawal options vary depending on your relation to the deceased. Consult a tax professional before making decisions ...

Should you rollover a spousal inherited IRA or just leave it? This is likely just one of the many decisions that has been dropped in your lap. You may also receive much well-meaning advice from ...

A Google search on the concept of inheritance uncovers a plethora of information on genetics and biology. Next comes information about legal traditions regarding the passing on of a family's wealth.

Living Local 15 host Jessica Williams sits down with Caleb Doane from Foster Financial as he breaks down what you need to know when it comes to spousal inheritance and planning for life insurance ...