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

The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

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 ...

Inheriting a retirement account can be a double-edged sword. While it often represents a significant financial boon, the tax implications that accompany such an inheritance can be unexpected and ...

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 ...

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

You worked hard to have a comfortable life and pass on some wealth to your heirs. Unfortunately, if not done strategically, the transition of your wealth could result in a substantial tax burden for ...

Heirs facing stricter withdrawal deadlines may owe more to the IRS than expected. IRVINE, CALIFORNIA / ACCESS Newswire / September 22, 2025 / The Internal Revenue Service (IRS) is reminding taxpayers ...