Inherited Roth IRA withdrawal rules share many similarities as traditional inherited IRAs, but there are tax obligations and ...

Splitting an IRA among heirs is often the best choice for parents so that there is no dissension or in-fighting among ...

Inheriting a Roth IRA avoids probate if the deceased listed you as a beneficiary. Spouses inheriting Roth IRAs can treat them as their own; others face a 10-year withdrawal limit. Non-spousal ...

With that in mind, here are five essential tax aspects every IRA beneficiary should know. If you have inherited an IRA or have any other retirement plan account, it's important to be aware of the ...

What happens when you, the beneficiary, pass away? What rules apply to someone who inherits the IRA from you, your “successor ...

I have a pretty good amount in my IRA ($500,000) that I have contributed to for years. I also funded my husband’s IRA spousal ...

Inherited IRAs pose a number of new challenges, due to the SECURE Act of 2019 and updated IRS guidelines regarding RMDs.

Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of little-known rules that are traps for the unwary. In this post ...

There are different rules for inherited retirement accounts. When you build your own retirement account, you can contribute new money into that portfolio. You can also leave it in place until you need ...

Should you rollover a spousal inherited IRA or just leave it? This is likely just one of the many decisions that has been dropped in your lap. You may also receive much well-meaning advice from ...

An inherited IRA is created when someone inherits that account, often from a non-spouse. A spousal IRA allows working spouses to contribute to the account for non-working or low-earning spouses.