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I Recommend These Tips To Smartly Manage Your Inheritance

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kiplinger.com

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Alerts@kiplinger.com

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Thu, Sep 19, 2024 11:08 PM

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Plus, Southwest credit cards bonus offer has increased to over $1,000. Created for {EMAIL} | Septemb

Plus, Southwest credit cards bonus offer has increased to over $1,000. Created for {EMAIL} | [Web Version]( September 19, 2024 FOLLOW US:  [LinkedIn]( [Facebook]( [Instagram]( [A Step Ahead]( [SIGN UP](format=multipart) ⋅ [WEBSITE]( [] INTRODUCTION [] [Stepping Into an Inheritance]( Do you know what to do if you received an inheritance? Do you think your heirs are prepared to manage the assets you are planning to leave to them? Well, if you have any doubts about your ability or those you planned bequests for — I have tips that will help you properly manage a windfall. Kiplinger's senior personal finance editor Sandra Block shares [smart ways to manage an inheritance](. - Donna LeValley, personal finance writer [Skip the hassle of picking stocks with this investing tech]( While you focus on what's important to you, Betterment is working behind the scenes to optimize your investments and make your money hustle. [Learn More]( ADVERTISEMENT [] RATE CUTS AND SAVING [] [What Should Savers Do About CDs and High-Yield Accounts After Rate Cuts?]( [What Should Savers Do About CDs and High-Yield Accounts After Rate Cuts?]( After September's rate cut, you're probably asking yourself whether or not it's [worth it to open]( a high-yield savings account or whether or not you should open [a long-term or short-term CD](. Here’s what you should do about CDs and high-yield savings accounts after the Fed's rate. [] IRA INVESTMENTS [] [How to Add Treasury Bonds, Bills and Notes to an IRA]( [How to Add Treasury Bonds, Bills and Notes to an IRA]( (Getty Images) TreasuryDirect is an easy, free and convenient way to buy government bonds, bills and notes. One thing you can’t do with that site is add those types of securities to your IRA. Read on to [learn how to move those securities into your IRA]( and learn which type of bond can’t be held in an IRA account. [6 Things Not to Do When Selecting a Financial Advisor]( Working with a financial advisor can be a great first step to helping make sure you're on track to reach your retirement goals. But choosing the wrong one could wreak havoc. Check out these 6 things not to do when choosing a financial advisor, so you can work to potentially avoid years of stress. [See the list]( ADVERTISEMENT [] FDIC PROTECTIONS [] [The FDIC Is From the Government and Really Is Here to Help]( [The FDIC Is From the Government and Really Is Here to Help]( The FDIC is a government success story. Most of us have never lived through runs on banks that are spurred on when depositors fear their bank will become insolvent. We know that our accounts are protected and reimbursed if a bank fails. Attorney Dennis Beaver gives you a [detailed understanding of which financial assets are eligible for FDIC insurance]( and tells you what to do when your account balances exceed the coverage limits. [Get Your Personalized Financial Plan Here]( No matter your level of experience, our team of advisors will give you personalized advice to help you invest confidently. Schedule your complimentary financial planning session today with J.P. Morgan Personal Advisors. [READ MORE]( INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE Kiplinger may receive compensation from JPMC ADVERTISEMENT [] OTHER KIPLINGER ARTICLES WE THINK YOU'LL ENJOY [] [Southwest credit cards bonus offer has increased]( Earn 85,000 Rapid Rewards points with a Chase Southwest credit card worth over $1,000. [New phones get all the hype, but consumers still love old models]( Even as flashy AI features drive sales of new smartphones, used phones continue to fetch big bucks as demand outstrips supply. [Colorado’s new property tax reform could save you hundreds]( The Centennial State just signed a new property tax bill into law. Here’s what you need to know. [From building wealth for a secure retirement or investing wisely in any market to money-saving tax planning and much more — Sign up to explore more free e-newsletters here.]( ABOUT KIPLINGER When we write about money, we get it right. So the decisions you make with your dollars are also right. Kiplinger is a trusted provider of unbiased financial advice, objective business and economic forecasts, and practical help to millions of business professionals, investors, and individuals seeking to make more profitable decisions with their money. Our [flagship publications]( include [Kiplinger Personal Finance]( magazine, [The Kiplinger Letter](, [The Kiplinger Tax Letter](, [Kiplinger Retirement Report]( and [Kiplinger Investing for Income.]( All are regarded as the leading publications in their respective fields. Every day, millions of readers rely on our [free e-newsletters]( for help on everything from getting the best rate on a mortgage or car loan, to managing their businesses in an uncertain world, avoiding an IRS audit, building wealth for a secure retirement, or investing wisely in any kind of market. [Sign up to explore more newsletters](. Now it’s your turn to reap all the rewards Kiplinger has to offer. Visit [Kiplinger.com](, your gateway to all of the above and much more. Check in any time for our latest advice on how to make more money, and keep more of the money you make. Stay right on the money, with Kiplinger. [Sign Up](format=multipart) | [Print Publications]( | [Unsubscribe]( [Privacy Policy]( | [Cookies Policy]( | [Terms and Conditions]( CONTACT US: [FEEDBACK](concat('mailto:',$brief_feedback_email)) | [ADVERTISE]( [Future]( Future US LLC © Full 7th Floor, 130 West 42nd Street, New York, NY, 10036

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