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.

Different beneficiaries have different rules. Spouse beneficiaries will ultimately have much more flexibility with how they ...

If you are wondering about the tax implications of money you receive in an inheritance, you may benefit from an IRS tool that can help answer some of your questions. The tool will only go so far-- you ...

You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax ...