The death of a loved one is hard enough without the added stress of inherited accounts.

Since 2020, new rules have been imposed on non-eligible designated beneficiaries of IRAs.

In a recent monthly column, Ed Slott reviewed the options of a young widow who is the beneficiary of an IRA. Following is a summary of the two main options available to a widow in this position. The ...

Few people would complain about receiving an inheritance, including one in the form of an IRA. However, if you do inherit the retirement plan of a loved one, there are some rules you have to follow ...

Every week, Allworth Financial’s Amy Wagner and Steve Hruby, CFP ®, answer your questions. If you, a friend, or someone in your family has a money issue or problem, feel free to send those questions ...

In a recent monthly newsletter, IRA expert Ed Slott discussed the options surviving spouses have when they inherit an IRA. The options can be confusing. You need to choose carefully to maximize your ...

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 ...

An inherited Roth IRA, also sometimes called a beneficiary IRA, is an account created for the beneficiary of a Roth IRA after the original account holder’s death. Inherited Roth IRAs do not inherit ...

In the last few years, we've seen a flurry of new retirement rules and changes to tax law affecting retirement account contributions and withdrawals. The sweeping new rules impact nearly every ...

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 ...

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 ...