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Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual…

Halfpoint Images | Moment | Getty Images The new 2.8% cost-of-living adjustment doesn’t just increase Social Security checks,…

Compassionate Eye Foundation/david Oxberry | Digitalvision | Getty Images A version of this article first appeared in CNBC’s…

In May, country singer Martina McBride appeared before the Senate Judiciary Subcommittee on Privacy, Technology and the Law…

Drazen_ | E+ | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter…

Kate_sept2004 | E+ | Getty Images There’s a big change coming for 401(k) plans that could impact a…

Klarna Group Plc signage during the company’s initial public offering (IPO) at the New York Stock Exchange (NYSE)…

JMG Financial Group, based in Downers Grove, Illinois, is ranked No. 37 on this year’s CNBC Financial Advisor…

Sage Financial Group, based in West Conshohocken, Pennsylvania, is ranked No. 25 on this year’s CNBC Financial Advisor…

Pittenger & Anderson, based in Lincoln, Nebraska, is ranked No. 5 on this year’s CNBC Financial Advisor 100…

Silvercrest Asset Management Group, based in New York City, is ranked No. 82 on this year’s CNBC Financial…

North Star Asset Management, based in Neenah, Wisconsin, is ranked No. 30 on this year’s CNBC Financial Advisor…

These inherited IRA mistakes could reduce your windfall, advisors say