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

Inheriting a retirement account can be a double-edged sword. While it often represents a significant financial boon, the tax implications that accompany such an inheritance can be unexpected and ...

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

"I expected to pay about 15% in capital-gains tax." (Photo subject is a model.) ...

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 ...

"I expected to pay about 15% in capital-gains tax." (Photo subject is a model.) ...

Ed Slott and Company, LLC, widely recognized as "America's IRA Experts," today announced the launch of its first direct-to-consumer education campaign with new resources to help retirees and ...

This is the situation that Cleo, 36, is faced with after her mother passed away suddenly, and she has been left as sole ...

At 50, a Seattle-based financial professional has the means to retire by 60. Advisors say the plan is realistic, but one ...

To illustrate, consider a scenario where an individual inherits a $100,000 IRA. Under the 10-year rule, they must withdraw the entire amount within a decade. If they withdraw a substantial amount in a ...

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 ...

While stock values get the most attention after the Fed cuts rates, they affect trusts, too. Some beneficiaries of entities ...