Inherited IRAs come with complex rules — this is what you must know. Supreme Court Rules 8-1, Jackson Becomes Sole Dissenter ...

I’m 84 and widowed. My daughter is the beneficiary of my IRA and the successor trustee for my revocable living trust.” ...

Key takeaways Inheriting an IRA can be complex. The rules differ based on your relationship to the deceased, your age and even their age at death. One misstep can trigger hefty penalties or tax bills ...

Learn the distribution rules for inherited IRAs when an estate is the beneficiary. Understand RMD requirements, the five-year rule, life expectancy rule, and how to avoid costly tax penalties.

An inherited IRA is created upon the death of an individual who owns an IRA (traditional, Roth, SIMPLE, or SEP), 401(k), or other tax-sheltered retirement plan.

Inheriting an IRA as a beneficiary can increase your financial security. But, because an inherited IRA usually imposes a 10-year distribution schedule, the account may also create larger tax ...

Planning Update – RMDs for Inherited IRA Beneficiaries. Inquiring minds want to know if there are any updates with SECURE Act 2.0 and how we should plan for RMDs.

Uncover the most important IRA features that can shape your retirement strategy. This article highlights updated RMD ...

Planning Point: Although RMDs for inherited IRA beneficiaries have technically been waived every year since 2020, these beneficiaries may wish to consider taking annual RMDs anyway. Tax rates are ...

Many readers ask me if there are any advantages in naming a trust as an IRA beneficiary. Although the IRS made slight improvements in the SECURE Act regulations in July, using a trust as an IRA ben… ...