Money in tax-deferred accounts comes with strings that heirs often aren’t expecting ...

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.

Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.

If you’re expecting to inherit an IRA from a parent or other relative, the distribution rules have fundamentally changed in ...

Inheriting an individual retirement account can be a bittersweet experience. Although it’s a loving gesture from the deceased to help fortify your retirement, the machinations of an inherited IRA tend ...

Question: “I am 42. In 2009 my father died at age 60. I inherited his traditional IRA, which was held with a large investment company. I took RMDs while it was with that company. In 2017, I moved the ...

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 ...

HUNTSVILLE, Ala. (WAFF) - Inheriting assets may provide a new level of financial security, but it may also come with some unexpected tax consequences. Financial expert Jay McGowan from The Welch Group ...

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

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 ...