money and marriage
David Lerner Associates: Inheriting a Retirement Account
Inheriting a retirement account can feel like winning the lottery. That's the good news. The bad news is that not following the hard-and-fast rules governing inherited retirement accounts can result in much of that windfall going to the taxman.
David Lerner Associates: How to Organize Your Finances After Your Spouse Passes Away
Losing a spouse is a stressful transition. And the added stress of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make handling these kinds of issues less difficult.