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

Here’s a look at the most important rules you need to know regarding inherited IRAs. Earning passive income doesn't need to ...

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 ...

An inherited IRA, also known as a beneficiary IRA, is an account that you open when you inherit an IRA after the original owner dies. You can't make additional contributions to an inherited IRA.

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

There is some good news for those who already have a beneficiary IRA. The new rules (under the Secure ACT) only apply to retirement accounts inherited after Dec. 31, 2019.

The inherited IRA “10-year rule” has raised concerns about annual RMDs for unsuspecting beneficiaries. Update: IRS final regulations on inherited IRAs confirm that beginning this year, ...

Inherited Roth IRA rules for nondesignated beneficiaries If the account owner didn’t designate an individual beneficiary — for example, they named their estate — a five-year rule applies.

As a Roth IRA beneficiary, you can open an Inherited Roth IRA, but there are other choices, depending on your relationship with the original account holder.

Whether the spouse beneficiary is eligible for a qualified distribution from their own IRA vs. a Beneficiary Roth IRA, and if not, The option that would result in the least amount of taxes ...

For the spouse’s own IRA, RMDs are calculated using the Uniform Lifetime table, based on the age of the spouse beneficiary and a beneficiary assumed to be 10 years their junior.

Q. What happens if a non-spouse beneficiary inherits an IRA account but dies before the money is put in her name. There were no contingent beneficiaries. Which estate would get the IRA ...