It’s Money Monday. Katherine Phillips sat down with Derek Elrod from Bridgewealth Advisory Group LLC to talk about what to do ...

Key steps, taxes and family considerations of inherited property.

The Great Wealth Transfer has begun: Cerulli Associates reports that baby boomers are set to leave a collective $105 trillion to their heirs by 2048, making Millennials and Gen Z much wealthier in the ...

Beyond the tax implications, you need to make a smart plan for how to make the money last. An often cited statistic from a 20 ...

For most Americans, the most common fantasy finance moment does not come from a jackpot. It comes from an inheritance. It is ...

I have inherited a Roth IRA account that must be paid out within 10 years. This is more money than I can conceive of. It’s 30 ...