07 Mar How can I protect inheritances from SECURE Act withdrawals?
The SECURE Act eliminated the ability to make inherited IRAs last a lifetime....
02 Mar Is an inheritance tax due when a 401(k) is inherited?
The relationship between the beneficiary and the deceased determines the tax....
01 Mar Can I stop my husband and 3 children from getting an inheritance?
Meeting an estate planning attorney can ensure your wishes are followed....
21 Feb I inherited a house from my aunt. What inheritance tax is due?
The inheritance tax is based on your relationship to the deceased....
08 Feb I’m getting an inheritance. Should I keep saving for retirement?
How much you plan to spend in retirement is an essential factor....
20 Jan My mom died. Do I have a right to any of her property?
The first step is to see if the deceased person had a will....
29 Dec Will my Roth IRA heirs have to take annual distributions?
Roth IRAs have different rules once they are inherited....
26 Dec I’m a ‘Class C’ beneficiary. Will I have to pay inheritance tax?
Inheritance tax is based on the relationship between the beneficiary and the deceased. ...
26 Dec My sister is giving me $40K. Do I need to pay a gift tax?
Gift taxes are the responsibility of the giver, not the recipient....
21 Dec My neighbor left me an inheritance. Do I owe inheritance tax?
Taxes are based on the relationship between the beneficiary and the person who died. ...