Using the IRS tool can help, but it won’t answer all your questions. It's best to work with a lawyer in the end.

A Reddit user inherited $200,000 recently and is trying to figure out how to best use the funds to enable early retirement.

Learn more The Advicer ‘A tax nightmare.’ I’m 42 and inherited my father’s IRA – but I didn’t take RMDs right and now the financial company won’t help me fix it. What do I do?

After losing both her husband and father within two years, Ana turned to spending as a way to cope with overwhelming grief. Travel, shopping, and dining out became temporary comforts — but they also ...

But, because an inherited IRA usually imposes a 10-year distribution schedule, the account may also create larger tax implications than expected. However, exceptions to this timeline are available.

Roth conversions, especially when combined with smart structuring techniques like this, can be one of the most impactful ...

Different beneficiaries have different rules. Spouse beneficiaries will ultimately have much more flexibility with how they utilize an inherited IRA. Spouses can spread withdrawals from the account ...

Inherited IRAs come with complex rules — this is what you must know. Stephen Colbert's 'Late Show' canceled by CBS, ends May ...

Transitioning the Trust to its own EIN led to a significant tax increase, prompting a full portfolio and tax strategy review.

You don’t have to choose just one. Life insurance and Roth IRAs can work in tandem to provide retirement income.

Retiring in Florida? Claiming domicile could save you thousands in taxes. Here’s how to do it — and why high-tax states may ...

With prices going up on everything, you may be looking for a cheaper place to live. To truly evaluate costs, take a hard look ...