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

Inheriting a 401(k) can be a complex process with varying rules and options depending on your relationship to the original ...

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

Inheriting an IRA, whether a traditional or Roth account, comes with certain responsibilities. The rules for an inherited IRA depend on the specifics of your situation, as well as the deceased's age ...

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

Inheriting an IRA, whether a traditional or Roth account, comes with certain responsibilities. The rules for an inherited IRA depend on the specifics of your situation, as well as the deceased’s age ...

Here are the key rules to know when inheriting a 401(k) and how to avoid some major penalties. What is an inherited 401(k)?A 401(k) is an employer-sponsored retirement plan that workers can contribute ...

This program will help you avoid common errors when dealing with retirement assets during your client's lifetime and after your client's death. Tax planning with retirement assets including ...