Personal Finance Advice and Commentary

Monday, February 23, 2015 7:00 am
By Dr. Don Taylor · Bankrate.com

The Roth IRA and the Roth 401(k) are funded with after-tax dollars, but qualified distributions are tax-free in retirement.

Tuesday, December 23, 2014 11:00 am
By Jennie L. Phipps · Bankrate.com

When it comes to giving financial gifts, fairness doesn’t necessarily mean giving equally.

Monday, January 13, 2014 7:00 am
By Judy Martel · Bankrate.com

One of the biggest conundrums for wealthy parents is how to teach their kids the value of work.

Wednesday, December 18, 2013 6:05 am
By Judy Martel · Bankrate.com

American retirees are planning to leave a lot of money to their children.

Wednesday, December 04, 2013 6:00 am
By Judy Martel · Bankrate.com

Think a financial windfall would solve all your problems? In fact, it may create some.

Monday, December 17, 2012 6:25 pm
By Jennie L. Phipps · Bankrate.com

Five estate tax proposals could make it harder for Mom and Dad to pass their business or their money to the kids.

Wednesday, August 22, 2012 10:06 am
By Crissinda Ponder · Bankrate.com

It’s Hump Day and we have your midweek money musings ready, here on Bankrate.com.

Tuesday, August 21, 2012 9:18 am
By Kim Fulscher · Bankrate.com

Bankrate has compiled some mouthwatering information for your financial world, starting with the best burgers.

Sunday, March 11, 2012 12:57 pm
By Judy Martel · Bankrate.com

When it comes to passing down an inheritance, most families think of money and tangible assets. But there’s another legacy that’s even more important to the preservation of families –the noneconomic one.

Typically, it’s not until after the financial paperwork, such as wills, trusts and family business agreements, is in place that families begin thinking about how they want their heritage, or identity, to be communicated to subsequent generations. But planning for this type of legacy can and should begin even earlier, giving multiple generations the opportunity to work together on the family story.

“More and more, families are recognizing the importance of family heritage,” says Susan Dsurney, family wealth adviser and CPA at GenSpring Family Offices.

Sunday, November 13, 2011 2:09 pm
By Judy Martel · Bankrate.com

If you’re the children of baby boomers, you’re less likely to get an inheritance than if your parents are older than 65, says a new survey. And even if you do get the money, it’s more likely to come with strings attached if your parents are wealthy. The Journal of Financial Planning and Allianz Life

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