It's important to know what options you have.

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 ...

Understand the SECURE Act's 10-year rule for inherited IRAs. Learn if you need to take annual RMDs and how the rules differ for IRAs inherited after 2019.

There was a time when all IRA beneficiaries could spread required minimum distributions (RMDs) out over their lifetime, based on their age and life expectancy. However, thanks to the SECURE Act, there ...

There is an inherited IRA change for 2025 that could trigger an IRS penalty of up to 25% before year-end. Starting in 2025, certain non-spouse heirs, including adult children, must start taking ...

A recent WSJ article highlights a critical alert for beneficiaries who inherited traditional IRAs after 2019: the window to take distributions is limited and time-sensitive. Under the post-SECURE Act ...

What are the rules regarding inherited IRAs? My brother and I recently inherited our father’s IRA when he passed away late last year and would like to know what we need to do to handle it properly.

I’ve written several articles about the advantages of Roth IRAs, but I have never discussed the beneficiary rules, which ...

Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules that come with it. The IRS doesn’t exactly hand out user manuals, and one wrong ...