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.

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

Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.

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 ...

When an IRA owner dies, surviving spouses suddenly inherit more than memories. They inherit a stack of decisions wrapped in IRS fine print.

Money in tax-deferred accounts comes with strings that heirs often aren’t expecting ...

Few people would complain about receiving an inheritance, including one in the form of an IRA. However, there are some rules that you’ll have to follow if you inherit an IRA, and they may create some ...

According to the Investment Company Institute, the amount of assets in IRA accounts and employer defined contribution plans reached $29 trillion at the end of 2024. With this amount of wealth in ...

If you've inherited an individual retirement account, you may have big plans for the balance — but costly mistakes can quickly shrink the windfall, experts say. The average IRA balance was $127,534 ...

Retirees whose IRAs become part of their estate assets bequeathed to surviving spouses and heirs are subject to specific IRS rules. There are several strategies that can be deployed to minimize taxes ...

Question: “My wife died in 2017, the year prior to her 70 ½ birthday. We were both 69 when she passed. I was the sole beneficiary of her regular IRA and kept her account separate from my own IRA. My ...

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 ...