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

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 ...

Brace Yourself: RMDs Are Coming Almost four years after the SECURE Act went into effect, plan administrators, tax practitioners, and certain inherited IRA beneficiaries finally have an answer to the ...

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 ...

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 ...

When navigating a loss, the emotional toll can be overwhelming, and it can take a minute to even think about handling the practical side of things, like understanding how to manage the financial ...

A Roth IRA can be accessed anytime for any reason and is tax- and penalty-free. With the Secure Act, a Roth IRA can continue to grow tax-free without RMDs until the very end of the 10-year period ...

In our latest installment of Man vs. Machine, we asked ChatGPT the following question: Why do traditional IRAs present unique problems in an estate planning context? And then we asked Sarah Brenner, ...

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Legacy and estate planning with a Roth IRA may sound like a no-brainer. Roth IRAs intrinsically make phenomenal transfer of wealth vehicles. With reduced estate taxes and no income tax for heirs to ...