You can inherit an IRA tax-free, but you could be hit with a tax penalty if you don't follow the rules for distributions ...

Congress changed the rules for when beneficiaries must take money from inherited IRAs, 401(k)s, and other retirement accounts ...

The simplest move isn't always the right one.

Inherited Roth IRAs bypass probate and go directly to the person listed as the beneficiary. Roth IRA distribution rules differ for spouses vs. non-spouses. Most non-spouse beneficiaries need to ...

Learn what inherited Roth IRAs are and what rules guide them. Also, find out about possible tax consequences and strategies ...

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 ...

On the March 19, 2026 episode of Suze Orman’s Women & Money, a listener named Kim asked the question every traditional IRA ...

Last month, I wrote about the tax-free benefits of Roth IRAs. A few days later, I received an email from a reader that led to this month’s topic. He asked if his two daughters and two grandsons — who ...

When an IRA owner dies, surviving spouses suddenly inherit more than memories—they inherit a stack of decisions wrapped in IRS fine print. A spouse beneficiary is someone who was legally married to ...

The phone call comes from the estate attorney: your late father left you his traditional IRA, and the balance is $750,000.

A widower in his early 70s inherits his late wife’s traditional IRA worth nearly $900,000. He already has steady pension ...