How to Handle Cognitive Decline Transferring Financial Control
Cognitive decline? What? I don’t remember forgetting anything…
August 25, 2025
Category: Inheritance
Don’t Miss Your Roth Conversion Window
If you’ve built a large retirement nest egg, you’ve also built a large tax problem.
August 18, 2025
Family Issues
IRAs With Excess Assets Impact Family Members Too!
After passage of the SECURE Act of 2019, non-spouse IRA beneficiaries are now required to liquidate their inherited IRAs by the end of the 10th year. Often, that means they’ll be withdrawing taxable income from the inherited IRAs during their peak earning years – great gift for Uncle Sam, but not so good for the kids.
January 9, 2023
Family Issues
Managing an Inheritance
Managing inherited money isn’t as simple as depositing the check and picking some sure-fire investments.
July 11, 2022