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

Readers ask about managing inherited property among a group, mistaken health savings account withdrawals and the taxability ...

Liam generally has 10 years from the date of his sister’s death to fully withdraw the funds from the inherited 401 (k), once it's transferred into an inherited IRA. All withdrawals are subject to ...

I’m single, have no debt, and I’m in excellent health. I have $350,000 in home equity, $1 million in a 403(b), $80,000 in a ...

When my mother passed away, I inherited a significant number of Apple shares through an inherited IRA. My overall investments are about $600,000, and Apple now makes up about 50% of my portfolio. My ...

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

Roth IRAs are known for tax-free growth and distributions in retirement. However, inherited IRAs come with their own rules and limitations that can complicate the picture. Whether you can convert an ...

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 individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...

My husband recently received a $50,000 inheritance. We have no idea what to do with it. We want to be wise, but everything is so confusing. I have early Alzheimer’s and have trouble organizing my ...