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

Inheriting an individual retirement account isn’t like inheriting most other assets. With an inherited IRA, there are a lot of moving parts in terms of the type of IRA, the payout options, who the ...

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The simplest and most common solution is to take all of the accumulated funds in the retirement account as a single payment so that you can move on. Anyone who inherits an IRA can choose a lump sum ...

When someone dies with money left in an Individual Retirement Account (IRA), the funds can get passed on to the person's loved ones through an inherited IRA. The recipient(s) may spend the funds ...

The Secure Act of 2019 changed inherited IRA rules. Distribution time frames from inherited IRAs depend on whether you’re a spouse. Required minimum distributions from an inherited IRA could be ...

There are a couple of different sets of rules around inherited IRAs and you're subject to theleast flexible. While there are ...

An inherited IRA may be the most complex issue to handle well when wrapping up an estate. If you’ve recently inherited an individual retirement account, you can find yourself at the tricky three-way ...

Every week, Allworth Financial’s Amy Wagner and Steve Hruby, CFP ®, answer your questions. If you, a friend, or someone in your family has a money issue or problem, feel free to send those questions ...

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 ...