The death of a loved one is hard enough without the added stress of inherited accounts.

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.

Retirees with tax-deferred accounts need to know when to take required minimum distributions (RMDs) and how to calculate the ...

It pays to calculate RMDs (Required minimum distributions) as you approach retirement or if you are already retired. RMDs are the minimum annual withdrawals you must make each year from most ...

Navigating inherited individual retirement accounts (IRAs) has become increasingly challenging for beneficiaries. Recent legislative changes and regulatory updates have introduced new and important ...

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 to be ...

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 to be ...

Question: I am retired and turning 73 in 2025. My brokerage company just informed me by letter that I am required to take a distribution from my traditional IRA account. I do not need the money and do ...

The IRS imposes steep penalties for anyone who misses a required minimum distribution. The rules have changed significantly recently, and 2024 saw some new updates and definitive rulings from the IRS.

With the upcoming deadline for taking required minimum distributions from IRA and 401(k) plans for 2019, I’ve been getting questions about these RMDs and how the new Secure Act that was part of an ...

Losing a spouse is an incredibly difficult experience as it is. Untangling their finances after they die only adds to the strain — particularly when it comes to retirement accounts. Imagine Stan, a 70 ...

Dealing with the death of a loved one is hard enough. Having to navigate the complexities of inherited retirement accounts can add to that stress. But understanding your options can help you avoid a ...