Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can ...

The Secure Act of 2019 changed inherited IRA rules. Distribution time frames from inherited IRAs depend on whether you’re a spouse. Required minimum distributions from an inherited IRA could be ...

An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...

Missing a required withdrawal from an individual retirement account is not a minor paperwork error. It is a tax mistake that ...

An inherited Roth IRA, also sometimes called a beneficiary IRA, is an account created for the beneficiary of a Roth IRA after the original account holder’s death. Inherited Roth IRAs do not inherit ...

An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...

Few people would complain about receiving an inheritance, including one in the form of an IRA. However, there are some rules that you’ll have to follow if you inherit an IRA, and they may create some ...

After much anticipation, the Department of the Treasury and the Internal Revenue Service (IRS) issued their final rules on required minimum distribution (RMD) requirements for IRA beneficiaries. On ...

I assume that if you were reading this non-spouse IRA article, you may be suffering through the loss of a loved one. My condolences. It’s been my experience that it’s not just the money; it’s a tie to ...

One of the biggest benefits of saving in traditional retirement accounts like a 401(k) or IRA is the upfront tax break you receive. You won't owe any income taxes on contributions in the year you make ...