Investing Blog Roundup: Preparing Family for Their Inheritance

A lot of people who read this blog are “super savers” — saving a high percentage of their income through most of their careers. One thing that eventually happens for many super savers is that they reach a point where they realize they have not only saved Enough, they have saved More Than Enough. Their desired standard of living in retirement is well secured, and it’s very likely that a major part of the portfolio is eventually going to be left to loved ones and/or charity.

That realization raises a whole list of new considerations. Some of those are financial (e.g., how much can I afford to give away to charity during my lifetime?), and some are non-financial, such as those discussed in the following article from David Foster:

• How to Prepare Your Adult Children for Their Inheritance from David Foster

Recommended Reading

• How to Advocate for a Family Member in the Hospital from Elliott Appel
• Guaranteed Lifetime Withdrawal Benefit “Lite”: Lower Costs but Much Worse Benefits from David Blanchett
• Should You Defer Your Bonus to Your 401(k)? from Meg Bartelt
• Prohibited Transactions and Investments in IRAs from Jim Dahle
• Raising FRA to 70 is the Wrong Way to Fix Social Security from Alicia Munnell
• What the Labor Market Means For the Stock Market from Ben Carlson
• The Yield Curve Just Inverted…Now What? from Nick Maggiulli
• Tim Ferriss Interviews Morgan Housel

Thanks for reading!