How do you force the next generation to cooperate as they share inherited property?

Readers ask about managing inherited property among a group, mistaken health savings account withdrawals and the taxability ...

What Happens to Your HSA in Retirement?

HSA-owning retirees need to think about asset allocation, sequence of withdrawals, and beneficiary designations.

We’re in our 70s and want to leave $2.8 million to our children. Is 90% in stocks too risky?

I am 75, my wife is 71 and we are both retired. We have $2.8 million invested in IRAs, a Roth IRA and a trust account. Our home is paid for and we have newer cars that are also paid for. Our annual ...
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If You Have Millions Saved for Retirement, It’s Time to Start Worrying About These 5 Things

Insights It’s okay to stop worrying about some things when you have a certain net worth.  Creating an estate plan is an important way to protect your money.  Potential healthcare costs cannot be ...

What Changes for Your IRA and 401(k) When You Get Married

Getting married changes your IRA and 401(k) rules, from Roth IRA contribution limits to beneficiary designations. Learn how ...

What’s the New 2026 Estate Tax Exemption Amount?

The IRS just increased the estate exemption amount as we enter into a potentially promising tax year for inheritances and ...
Investopedia

Should You Invest in Crypto for Your Retirement? Experts Weigh in

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...