Inherited IRAs are taxed at ordinary income rates when distributions are taken. The SECURE Act mandates most non-spouse heirs withdraw all IRA funds within 10 years. Strategically timing withdrawals ...

Halloween is upon us, which means you’d better be cautious about the costume you choose. Halloween has long been a staple of childhood, but in the past few decades it has been increasingly celebrated ...

Once a person has addressed the emotional questions around what to do with the inheritance, I can begin to create a custom financial action plan. Educating people about their new wealth is part of ...