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

Few people would complain about receiving an inheritance, including one in the form of an IRA. However, if you do inherit the retirement plan of a loved one, there are some rules you have to follow ...

Structurally speaking, an inherited IRA is the same as a regular IRA. In other words, assets in the account grow tax-deferred ...

Starting in 2025, certain heirs with inherited individual retirement accounts must take required withdrawals every year or face an IRS penalty. The rule covers most non-spouse beneficiaries if the ...

Americans held $33 trillion in individual retirement accounts in 2022, and many of those IRA holders have yet to withdraw their funds and pay taxes on them. With the total debt of the U.S. federal ...

If you inherit an IRA, you must withdraw all of its funds within 10 years. This spacing is quite beneficial since you can plan withdrawals over time to minimize your tax burden. Furthermore, if you ...

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 ...

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 ...

My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I am seeing an issue in the ...

Few people would complain about receiving an inheritance, including one in the form of an IRA. However, there are some rules that you’ll have to follow if you inherit an IRA, and they may create some ...