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.

If you inherited an IRA from someone who died in 2019 or earlier, you're probably confused about the rules. You're ...

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 ...

If you inherit a tax-deferred retirement account, like an IRA or a 401(k), you’ll pay income taxes on the money when you withdraw it. Those withdrawals are subject to your marginal tax rate, not the ...

At 68, Tom Martinez faces a common retirement puzzle. His $1.8 million portfolio splits into a $1.2 million IRA and a $600,000 taxable brokerage account. He needs $85,000 annually and receives $32,000 ...

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 ...