Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

Inheriting a retirement account can be complicated. With a retirement account that you opened, you’re referred to as the original owner. You can contribute to this portfolio, manage it as you see fit, ...

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

This Redditor recently inherited money from a deceased relative and is unsure what to do next. They are unsure if they should first withdraw from a 401(k) or Roth IRA. The first thing this Redditor ...

If you're planning to pass down a 401(k) to your children, you're not alone. Many retirees want to ensure their hard-earned savings benefit the next generation. But when it comes to required minimum ...

The moment a family member passes away, it's perfectly understandable to have a wide range of emotions. From sadness and grief, to knowing they are out of pain, it's perfectly okay to feel any number ...

Even a modest inheritance like $50,000 has the power to positively change your life over the long term—provided you use it ...

Peter Coughlin of Berkshire Money Management recently wrote a blog post that landed with me: Families do not lose wealth only ...

There’s nothing wrong with using an inheritance the way you see fit. You may want to get a financial advisor to help you manage your windfall. Are you ahead, or behind on retirement? SmartAsset’s free ...