In the News
I’m Getting a Big Inheritance. I Hate It.
An individual inheriting a parent’s Roth IRA faces decisions about the funds while grieving, and another in their late 30s who saved around $1 million worries about having enough for retirement. In both cases, a CFP® professional can develop a customized strategy to optimize savings based on each person’s financial situation.
SlateKristin Wong
October 23, 2025