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

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 ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The aftermath of a loved one’s passing is a somber ...

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

Financial experts say many heirs mistakenly assume inherited retirement accounts are tax-free or can be left untouched for ...

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 ...

I’m sorry to hear about your mom's passing. Required minimum distributions (RMDs) from inherited IRAs are one of the most confusing things that most people will have to deal with. That's partially ...

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

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 ...

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 ...

John Paul D. Dziuba II of CSG Law. Courtesy photo Almost four years after the SECURE Act went into effect, plan administrators, tax practitioners, and certain inherited IRA beneficiaries finally have ...