Readers ask about managing inherited property among a group, mistaken health savings account withdrawals and the taxability ...

There are a couple of different sets of rules around inherited IRAs and you're subject to theleast flexible. While there are more options for a spouse or someone who's chronically ill ordisabled, a ...

“ [I]f a person holds property at death, it will receive a new basis equal to the fair market value of the property at the ...

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 ...

The shutdown is making me nervous. I was planning to take the withdrawal, pay the taxes due and reinvest what’s left in my brokerage account. But what’s the best thing to do with that money right now?

If you have a Roth IRA, understanding the Roth IRA 5-year rule is critical to avoiding taxes and penalties when you withdraw money. Here's more details!

If you want the flexibility to be able to tap into your retirement savings if needed, the Roth IRA is your best bet. You can ...

I’m in my mid-50s and have an inherited IRA from my parents. I have to take required minimum distributions, and I have a Treasury-bond ladder set up within the accounts to come due every year around ...

In a scenario like this, you'll be liable for RMDs on April 1 of the year after the year you retire. So say you're old enough ...

Inheritance Funding reports the average estate settlement takes 6-12 months, but debts and disputes can extend the process to ...

Heirs facing stricter withdrawal deadlines may owe more to the IRS than expected. IRVINE, CALIFORNIA / ACCESS Newswire / September 22, 2025 / The Internal Revenue Service (IRS) is reminding taxpayers ...

More than half of taxpayers support abolishing inheritance tax as a record number of families are forced to pay death duties.