Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you ...

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My children have inherited $5 million of stock from their father (whose estate has not yet been dispersed after 11 months) ...

They get a big benefit out of this. Anybody who inherits a Roth IRA under the tax law is deemed to have inherited from somebody who never reached their required beginning date. Even if they died ...

If you're charitably inclined, using a qualified charitable distribution, or QCD, is a great way to reduce your RMD. Instead ...

There are a couple of different sets of rules around inherited IRAs and you're subject to theleast flexible. While there are ...

Additional contributions cannot be made to the inherited IRA but the funds remain tax deferred. If you are a non-spouse beneficiary you are required to liquidate the entire account by the 10th ...

Receiving a small inheritance can be a blessing, even when it is not a windfall. Every little bit helps towards growing your ...

If you inherit an IRA for someone who passed in 2024, and you’re a non-spouse beneficiary, you must start taking RMDs by December 31, 2025. If you inherit it as a spousal beneficiary ...

If you've invested in a traditional IRA, you probably took time to read the fine print before signing your name on the dotted ...

One of the most common questions I hear from clients in my estate planning practice is: "Will my heirs have to pay taxes on ...

Q: My 85-year-old mother recently passed and left me an inheritance. She had a Traditional IRA and a brokerage account ...