Dear Savvy Senior, What are the rules regarding inherited IRAs? My brother and I recently inherited our father’s IRA when he ...

Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.

Inherited IRA tax rules: Recent IRS changes mandate beneficiaries to empty inherited IRAs within 10 years, with exceptions ...

New IRS rules for inherited IRAs became effective last year. Pay attention to avoid a 25% penalty and a "tax bomb".

The Secure Act has eliminated the stretch IRA for most people who are inheriting an IRA or 401(k). Now, beneficiaries who inherit an IRA will need to follow the 10-year rule, which can significantly ...

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 ...

While federal rules shield the majority of families from paying death taxes, state-level policies tell a far more varied ...

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 ...

Taking IRA distributions is often confusing, more so if you are inheriting an IRA. Part of the reason I eventually became a financial planner is due to my own experience trying to find accurate advice ...

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 ...

If a loved one has named you as a beneficiary of their 401(k), knowing how to make the best use of the bequest is another way to honor them. How to best use an inherited 401(k) depends on a number of ...