The Allworth Advice is that while the SECURE 2.0 Act opens the door for Roth employer matching, practical implementation is still catching up. Until more employers adopt Roth matching, consider ...

But if you’re getting that inheritance, it’s important to put that money to good use. In this Reddit post, we have a couple in their mid-30s with three young children.

Receiving An Inheritance From this Redditor, we learn that this person recently received this $450,000 amount and now has it sitting in a high-yield savings account. As of mid-July 2025, the ...

Advisers need to work harder to include their clients’ heirs in estate plans because 92% of heirs change advisers once they receive an inheritance, according to one industry leader.

From cherished family heirlooms to life-changing financial windfalls, explore the 6 things Americans hope to receive as part ...

More Americans are planning on leaving an inheritance, but at the same time, the number of adults who expect to receive one is going down, according to a study by Northwestern Mutual.

For Americans expecting to receive an inheritance, the majority say it is "critical" or "highly critical" to their long-term financial security. That is particularly true for Gen Z and Millennials.