inheritance
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Latest
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Don’t Count on an Inheritance for Your Retirement Plan
Older generations might not be planning to leave you as much as you think they are, and with rising costs, they might not have much left to leave you anyway.
By Justin Grossbard • Published
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Inherited Retirement Plan? How to Easily Understand Payout Rules
Figuring out first which kind of beneficiary you are will make it easier to grasp the rules and timing on required distributions.
By Mike Piershale, ChFC • Published
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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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33 States with No Estate Taxes or Inheritance Taxes
retirement Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
By Rocky Mengle • Last updated
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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.
By Sandra Block • 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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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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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