Once a person has addressed the emotional questions around what to do with the inheritance, I can begin to create a custom financial action plan. Educating people about their new wealth is part of ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Skylar Clarine is a fact-checker and expert in personal finance ...

Inherited IRAs are taxed at ordinary income rates when distributions are taken. The SECURE Act mandates most non-spouse heirs withdraw all IRA funds within 10 years. Strategically timing withdrawals ...

Understanding the core principles of computer programming is the first step to writing effective code. Learning about ...

Jane Meacham has 40 years' experience researching, writing, and editing financial content. She previously worked at Dow Jones & Co. in the U.S. and Asia, and is certified in Global Reporting ...

Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend. The rule, published at the end of March, changes how the step-up in basis ...