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Kiplinger

The Best Financial-Planning Options for Single Savers

By Lisa Gerstner and Sandra Block

Betterment, which requires no minimum account balance and charges a low annual fee of 0.25% of assets managed in its Digital plan, could be a great choice for any portion of the inheritance to be invested in taxable accounts or in a traditional or Roth IRA.

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This article originally published April 4th, 2018 on Kiplinger

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