An inherited IRA lets you keep retirement savings in a tax-advantaged account, but you’ll need to follow strict distribution ...

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

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 ...

Investors who are considering a rollover should check to see what features their 401 (k) offers and weigh those against the cost difference to determine whether a rollover might be beneficial,” said ...

In a recent monthly newsletter, IRA expert Ed Slott discussed the options surviving spouses have when they inherit an IRA. The options can be confusing. You need to choose carefully to maximize your ...

Naming a beneficiary over your IRA is a key step in the estate planning process. It’s a way to ensure the wealth you’ve accumulated throughout your working years goes to the beneficiary you designate.

My father passed away in 2016 at the age of 67 and my mother inherited his traditional IRA. She is treating it as her own. He had not started any RMDs prior to his death. A few statements in the ...