Including pensions in an estate for inheritance tax purposes marks one of the most significant reforms since the transferable ...

If you are wondering about the tax implications of money you receive in an inheritance, you may benefit from an IRS tool that can help answer some of your questions. The tool will only go so far -- ...

News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance ...

Each week, in our Ask the Editor series, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on topics submitted by readers. This week, she’s looking at questions on estate and gift taxes. ...

An inheritance tax is levied when a beneficiary inherits assets from the estate of someone who died. There is no federal inheritance tax, but five states currently levy this tax: Kentucky, Maryland, ...

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on inherited IRAs. Question: I just inherited a traditional IRA from my aunt. I heard there ...

New research has revealed a striking generational divide in attitudes towards inheritance tax across the country.

Who has to pay inheritance tax? How many families are liable? The Money team answer these questions and more in the latest ...