
Why Everyone Needs an Inheritance Strategy
Many people dream of coming into an inheritance, but not all that glitters is gold. Read more to understand the complexities of inheriting wealth—and why you need a strategy.
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Many people dream of coming into an inheritance, but not all that glitters is gold. Read more to understand the complexities of inheriting wealth—and why you need a strategy.
The Securing a Strong Retirement Act, often referred to as SECURE 2.0, is widely expected to be passed in the coming months. Here’s what to know in order to plan well for how to best put those funds to work for you and your heirs.