Inheritance planning is one of those subjects that few people like to think about, yet it becomes essential when you want to ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Probate Law: Judge's Gavel as a symbol of legal system, Themis is the goddess ...

Inheriting an IRA, whether a traditional or Roth account, comes with certain responsibilities. The rules for an inherited IRA depend on the specifics of your situation, as well as the deceased's age ...

Inheriting an IRA, whether a traditional or Roth account, comes with certain responsibilities. The rules for an inherited IRA depend on the specifics of your situation, as well as the deceased’s age ...

The Secure Act of 2019 changed inherited IRA rules. Distribution time frames from inherited IRAs depend on whether you’re a spouse. Required minimum distributions from an inherited IRA could be ...

There is confusion about what happens when you inherit a Roth IRA. The rules surrounding required minimum distributions (RMD) from an inherited Roth IRA are different than the Roth IRA or Roth 401(k) ...

With inheritance tax (IHT) bills rising fast, giving financial gifts to your loved ones early could be a great way to reduce your inheritance tax bill. Last tax year, IHT revenues hit a record high of ...