Certified Financial Planner Board of Standards Inc.
10/23/2025 | Press release | Archived content
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
Certified Financial Planner Board of Standards Inc. published this content on October 23, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on November 06, 2025 at 21:10 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]