Justin Limmer

Inheriting an IRA comes with responsibilities. This article highlights 3 key mistakes to steer clear of, ensuring you make the most of your inheritance to set up your financial future.

3 Mistakes Beneficiaries Must Avoid When Inheriting An IRA The new rules apply to IRA beneficiaries who received an inheritance in 2020 or later. Tax planning can help minimize the taxes you owe on your inheritance.

It’s critical to ensure your loved ones aren't left with financial burdens after you’re gone. Learn the common inheritance mistakes and receive actionable tips to help you protect your family's future.

Don’t Make This Inheritance Mistake. It Could Cost Your Loved Ones Big Time. Suppose you have a $3 million brokerage account and a $3 million tax-deferred retirement account. You plan to leave half of your estate to your daughter, a successful attorney, and the other half to charity.

Ready to retire sooner than you think? Explore the shifting landscape of retirement age and learn actionable strategies to help you achieve your early retirement goals.

Retire at 65? It’s More Like 62. A new study suggests people are overly optimistic about how much they can work later in life.

From mentors to sponsors: Explore the critical differences and the indispensable role they play in shaping your career. Harness the power of both to propel your professional journey forward.

Everyone Talks About Mentors. But What About Sponsors? Here's How They Differ — and Why You Need Both Sponsorship and mentorship may sound the same, but they have different benefits and should not be carried out in isolation. Within a business, the only truly effective way to implement these processes is to see them as two parts of a cycle that should repeat continually.

Navigating retirement finances as a couple? Discover the four crucial questions to discuss today for a financially secure tomorrow.

Four Questions Retired Couples Should Ask Themselves About Their Finances—Today Too many couples don’t have these crucial money conversations until it’s too late, write these married reporters.