Outside the Box
From Medicaid cuts to an IRA tax trap, here are the real threats to your family’s inheritance and what to do about them
Published:
The largest wealth transfer in human history is moving through American families right now. The wealth itself is real, accumulated by the baby boomer generation through four decades of strong stock markets, real-estate appreciation and pension benefits.
The money exists. What’s at stake is how much of it will actually reach the heirs it was meant for.
This story originally appeared on Marketwatch
