An inherited IRA lets you keep retirement savings in a tax-advantaged account, but you’ll need to follow strict distribution ...

There are a couple of different sets of rules around inherited IRAs and you're subject to theleast flexible. While there are more options for a spouse or someone who's chronically ill ordisabled, a ...

Internal Revenue Service reminds taxpayers that inheriting a retirement account, such as an IRA or 401(k), could come with ...

Inheriting assets may provide a new level of financial security, but it may also come with some unexpected tax consequences. Our Jonathan Skinner recently discussed with financial expert Jay McGowan ...

When you die, your IRA turns into an inherited IRA. Without proper planning, this can lead to high tax burdens for your beneficiaries. (Photo by Alex Wong/Getty Images) An Individual Retirement ...

Maybe you’ve heard of “The Gentle Art of Swedish Death Cleaning.” It’s a guide to proactively downsizing your stuff while you’re still alive. Doing so spares your heirs the mess of doing it themselves ...

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-spouse. A ...

An inherited Roth IRA, also sometimes called a beneficiary IRA, is an account created for the beneficiary of a Roth IRA after the original account holder’s death. Inherited Roth IRAs do not inherit ...

If an IRA is inherited through an estate, the distribution rules for the estate apply, even if the IRA is later transferred to a person. Distribution rules depend on whether the IRA owner died before ...

Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members ...

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.