If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries ...

Liam, 30, is coping with the sudden loss of his older sister. On top of the grief, he’s learned she made him the sole beneficiary of her 401 (k) plan. While the balance is relatively modest — just ...

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 ...

John Paul D. Dziuba II of CSG Law. Courtesy photo Almost four years after the SECURE Act went into effect, plan administrators, tax practitioners, and certain inherited IRA beneficiaries finally have ...

To calculate your RMD, the IRS will use a formula that includes your total account balances, your age, your life expectancy, and your beneficiary life expectancies. If you inherit an IRA for someone ...

I’m sorry to hear about your mom's passing. Required minimum distributions (RMDs) from inherited IRAs are one of the most confusing things that most people will have to deal with. That's partially ...

Internal Revenue Service reminds taxpayers that inheriting a retirement account, such as an IRA or 401(k), could come with new and often unexpected tax obligations. Changes under recent federal rules ...

My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I am seeing an issue in the ...

Question: “If my spouse inherits my IRA, which path has the least tax impact? Should I rollover to my traditional IRA or set up an inheritance? He was already taking RMDs from his traditional IRA. I ...

Ultimately, the answer to your first question comes down to your personal finances. What you have for your retirement, what you need to live on in your retirement and how much, if anything, you want ...

Brace Yourself: RMDs Are Coming Almost four years after the SECURE Act went into effect, plan administrators, tax practitioners, and certain inherited IRA beneficiaries finally have an answer to the ...