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

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The aftermath of a loved one’s passing is a somber ...

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 ...

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 ...

Starting in 2025, certain heirs with inherited individual retirement accounts must take required withdrawals every year or face an IRS penalty. The rule covers most non-spouse beneficiaries if the ...

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, if you do inherit the retirement plan of a loved one, there are some rules you have to follow ...

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 ...

Financial experts say many heirs mistakenly assume inherited retirement accounts are tax-free or can be left untouched for decades. In reality, the SECURE Act and subsequent IRS guidance have ...

Inherited IRAs and spousal IRAs are two different types of accounts that you can use for retirement planning. An inherited IRA is created when someone inherits that account, often from a non-spouse. A ...