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 ...

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 ...

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can ...

An inheritance can add to your finances, but taxes may reduce the amount that reaches you. Some states tax beneficiaries ...

Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...

The Secure Act of 2019 changed inherited IRA rules. Distribution time frames from inherited IRAs depend on whether you’re a spouse. Required minimum distributions from an inherited IRA could be ...

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 ...

This could result in (or add to) your estate being charged inheritance tax. In most cases this will be paid from your estate — reducing what your beneficiaries receive — but if the estate can't pay, ...

There is confusion about what happens when you inherit a Roth IRA. The rules surrounding required minimum distributions (RMD) from an inherited Roth IRA are different than the Roth IRA or Roth 401(k) ...

Thanks to the 7-year rule, some people can say goodbye to Inheritance Tax, as it will allow some assets to be exempt from tax ...