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

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

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

John Travolta made a surprise appearance at a “Grease” sing-along at the Hollywood Bowl dressed up as his beloved character, ...

My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I ...

Roth IRAs can be an attractive addition to your portfolio, but boy, are they surrounded by rules and regulations. It's easy ...

Learn more The Advicer ‘A tax nightmare.’ I’m 42 and inherited my father’s IRA – but I didn’t take RMDs right and now the financial company won’t help me fix it. What do I do?

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.

Some heirs are considered "eligible designated beneficiaries," and the 10-year rule does not apply to them. These include ...

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 ...

A laundry list of reasons to avoid naming a trust as an IRA beneficiary exist. The existence of trust beneficiaries tends to increase the complexities that already exist when the IRA funds pass to ...