If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.
Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.
The death of a loved one is hard enough without the added stress of inherited accounts.
Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...
Dear Liz: I inherited my mother’s Roth IRA when she died in 2015 and have been taking yearly required minimum distributions based on my age. My spouse is my primary beneficiary on this inherited Roth ...
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 ...
Dear Liz: I inherited my mother’s Roth IRA when she died in 2015 and have been taking yearly required minimum distributions based on my age. My spouse is my primary beneficiary on this inherited Roth ...
According to the Investment Company Institute, the amount of assets in IRA accounts and employer defined contribution plans reached $29 trillion at the end of 2024. With this amount of wealth in ...
Your adult children may covet your 1950s baseball-card collection, but unless there’s a mint-condition Willie Mays or Ted Williams in the stack, it won’t mean much to their financial security. An ...
Dealing with the death of a loved one is hard enough. Having to navigate the complexities of inherited retirement accounts can add to that stress. But understanding your options can help you avoid a ...