The largest generational wealth transfer in Canadian history is upon us, with baby boomer parents expected to pass $1 trillion in assets to their gen-X and millennial children by 2026. Yet despite ...

The future of the family inheritance has been clouded by the circumstances surrounding Nick Reiner’s case. As explained by estates and trusts attorney Sean Weissbart, Nick would not be eligible to ...

Inherited Roth IRAs bypass probate and go directly to the person listed as the beneficiary. Roth IRA distribution rules differ for spouses vs. non-spouses. Most non-spouse beneficiaries need to ...

Government plans to make inheritance tax due on pensions, plus other changes to IHT rules, have seen a leap in people enquiring about the use of trusts to protect their wealth. So what are trusts, and ...

Also, the case for another banner year for emerging-market stocks and how six young traders each made a killing Parents who are making estate plans might want to give some of the money to their adult ...

Rob Reiner’s son Nick Reiner was likely set to inherit millions from his famous father, but legal experts explain to Us that he won’t see a dime following his arrest for murder. Former federal ...

If you've inherited an IRA, withdrawal rules and taxes depend on your relationship and whether the account is a Roth IRA or a traditional IRA. Many, or all, of the products featured on this page are ...

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 ...

Legal experts are weighing in on the fate of Nick Reiner's inheritance, now that he has been formally charged with the murder of his parents, Rob and Michele Reiner. According to estate and trusts ...

Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...

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 ...