Quoted in Kiplinger
An inheritance received later in life can change more than an account balance. In Kiplinger’s “How to Maximize a Late-in-Life Inheritance,” Brandon M. Cox shares observations about how these windfalls can influence retirement timing and family priorities.
Brandon discusses why some recipients choose to pass wealth along to children or grandchildren. He also explains how an inheritance can open the door to retiring sooner, even when someone had previously expected to continue working.
The article brings together several financial professionals’ perspectives on navigating an inheritance in your 50s, 60s, and beyond.
