Bonus, tax refund, inheritance, or other unexpected windfall? Here are 5 ways you could splurge on your financial self.
Single and childless? You might think you don’t need estate planning. But you might be wrong. Here are some things to consider.
When planning your estate allocation, a straight-even division might not be the most appropriate where there are special needs.
Inherited IRAs may be simple exchanges for spouses, but require a little more work for those family members and friends who aren’t.
Estate planning could be one of the most important things you do for your family. Here are three considerations.
Estate planning is challenging, and often a paperwork slog. But planning now so that your heirs don’t flounder can help them as well as yourself.
Be smart (and have fun) with your inheritance. Wipe out debt, plump up your IRA, and make new investments to honor and grow this gift.
Inherited individual retirement accounts (IRA) are truly a gift. But they pose unique challenges for beneficiaries who must follow distribution and tax rules.
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