Saving for retirement can be difficult for married spouses who stay home to care for family or have scant income. But there ...

The Trump Accounts Contribution Pilot Program starts eligible kids off with a one-time $1,000 credit. The money comes from ...

The current tax landscape presents significant opportunities. On July 4, President Donald Trump signed the “One Big Beautiful ...

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

Discover 10 common actions that can quietly disinherit a family member, from outdated beneficiary forms to joint account ...

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on inherited IRAs.

The SECURE Act largely eliminated the so-called stretch IRA that allowed non-spouse beneficiaries to take distributions over their lifetimes.

Inherited IRAs offer financial opportunities to beneficiaries but you must understand the 10-year rule to optimize your inheritance and avoid penalties.

Inherited IRAs: Which Type of Beneficiary Are You? Your obligations and options as a beneficiary depend on your relationship with the IRA owner.

Inherited IRAs and spousal IRAs are two different types of accounts that you can use for retirement planning. An inherited IRA is created when someone inherits that account, often from a non ...

Understanding inherited IRA rules and how they affect taxes is crucial if you’re a beneficiary.