The psychology of inherited wealth: Guide for tax advisors
Why technically perfect wealth transfers still fail and what CPAs must address beyond the spreadsheet to ensure lasting success. Highlights ...
Sunday, May 31, 2026
Tag: Inherited
Behavioral science suggests that responding well to education and opportunity may itself be a partly inherited trait — not just a product of good parenting
A new study from Lund University, tracking roughly 880 twins from the German TwinLife project, reports that between 69 and ...
The ‘Inherited House’ Audit: Why the IRS Is Scrutinizing 2026 Home Sales Following a Parent’s Passing
Selling a parent’s home after they pass away can feel like the simplest part of a difficult process, but it’s ...
Prepare to Be Disappointed by the Value of These 8 Inherited Items, Professional Reseller Warns
Inheriting a houseful of items usually comes at the end of a long and emotional journey. In these moments, the ...
Inherited IRA Rules Changed. Don’t Get Mired in High Taxes, Penalties
Inheriting money is often welcome, but if it’s a retirement account, beneficiaries need to be aware of new rules effective ...
Taxes on Inherited Accounts | Optima Tax Relief
Key Takeaways: Most inherited retirement accounts are taxable. Distributions from traditional IRAs and 401(k)s are taxed as ordinary income, while ...
Episode 243. “She inherited $171K…but it’s already gone.”
Ramit Sethi of I Will Teach You To Be Rich talks to Mike and Noel, a young couple who are ...
Have an Inherited IRA? Here’s How to Manage It
When you inherit an IRA, it’s more than just a financial windfall; it’s also a responsibility. The rules governing inherited ...
When Insurers Outsourced Risk to Leadenhall, They Inherited Managers’ Failures
By Jarrett Banks As insurers search for yield in an era of capital pressure and volatile markets, many ...
Extending Inherited IRA Distributions Beyond 10 Years By Naming Intentionally Non-Designated Beneficiaries
Before the SECURE Act was passed in 2019, non-spouse heirs who inherited IRAs could 'stretch' Required Minimum Distributions (RMDs) over ...
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