Key steps, taxes and family considerations of inherited property.

“We’re seeing an increasing number of people — mostly regular individuals and families, not investors — selling or melting ...

He is also faced with decisions that will affect his financial future: Ryan’s mother left him a portfolio of mutual fund investments that is worth about $500,000. This substantial amount of money ...

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

An inherited IRA lets you keep retirement savings in a tax-advantaged account, but you’ll need to follow strict distribution rules to avoid paying taxes.

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 ...

“We’re seeing an increasing number of people — mostly regular individuals and families, not investors — selling or melting old jewelry to access quick cash while the market is strong,” Tim Schmidt, ...

A new inheritance can feel overwhelming. Start by keeping the money safe and working for you in an account that earns a solid ...

When you’re grieving, you may not be in the best position to make financial decisions. The Great Wealth Transfer has begun: Cerulli Associates reports that baby boomers are set to leave a collective ...

DEAR ERIC: I have a friend I’ll call “Sally.” She is in her mid-50s and is single with no kids. Both of her parents are deceased. Prior to her mother’s death, she quit her job to care for her. Once ...