Explore inherited IRA rules. Learn how tax regulations impact spouses and non-spouses under the SECURE Act. Understand your options for inheriting IRA funds.

If you're inheriting an IRA, you might think you can let that money sit and grow until you need it. But there are rules ...

The rules for inherited IRAs can be complicated, and mistakes are costly. Here some of the biggest missteps and how to avoid them.

Let’s say, for example, that you just discovered your deceased father’s Individual Retirement Account ( IRA ), which had ...

Inherited Roth IRAs present unique challenges and opportunities for beneficiaries, differing significantly from standard Roth accounts. While traditional Roth IRAs allow owners to avoid required ...

Few people would complain about receiving an inheritance, including one in the form of an IRA. However, if you do inherit the retirement plan of a loved one, there are some rules you have to follow ...

Explore your options as a Roth IRA beneficiary, from spousal transfers to required withdrawals, depending on your relationship to the original account holder.

Recently I was the spousal beneficiary of my wife’s IRA. I went over the options with the major financial group holding the ...

Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come. But if passed down incorrectly, your heirs won’t reap the full benefits.

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...

A required minimum distribution is money that must be taken out of a retirement savings plan. More specifically, RMDs are the ...

When navigating a loss, the emotional toll can be overwhelming, and it can take a minute to even think about handling the practical side of things, like understanding how to manage the financial ...