Dear Quentin, My husband and I live in Arizona, which from my understanding is a community-property state. We moved here ...

A low-income single parent just received an $800k Roth IRA as an inhertiance. Here's the game plan for making it work out.

If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries ...

Any instance of inheriting money is one of the most challenging positions anyone can be in. Whether it’s from a beloved family member or a family member you really don’t know, receiving ...

You can inherit a 401 (k) — one of the most common retirement plans — directly from a spouse or any account holder who has listed you as a primary beneficiary or a contingent beneficiary on the ...

Inheriting money or assets? Learn some key tax tips and smart moves, as well as why patience can pay off before making any ...

It’s important to ensure that Isabella and Lorenzo’s mother will be taken care of for as long as she is alive. And while an ...

When an individual retirement account is passed to an account holder's heir, who pays taxes on the inheritance, and what tax ...

'Inheritance is a material shift in your financial life with significant psychological implications.' After you inherit money, two questions arise: How will this money change my life?