Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can ...

Few people would complain about receiving an inheritance, including one in the form of an IRA. However, if you do inherit the retirement plan of a loved one, there are some rules you have to follow ...

Many Americans risk sending their 401(k) and IRA savings to the wrong heirs. Outdated beneficiary forms override wills and ...

An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...

Dear Liz: I inherited my mother’s Roth IRA when she died in 2015 and have been taking yearly required minimum distributions based on my age. My spouse is my primary beneficiary on this inherited Roth ...

An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...

According to the Investment Company Institute, the amount of assets in IRA accounts and employer defined contribution plans reached $29 trillion at the end of 2024. With this amount of wealth in ...

IRAs have become a core part of the retirement system in the United States with over $18 trillion in assets not as of 2025. While retirement accounts are there for retirement, they can also become ...

The SECURE Act of 2019 and the SECURE Act 2.0 of 2022 all but fundamentally changed retirement account rules in ways that continue to catch both retirees and their beneficiaries by surprise. The ...

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 ...

I’m sorry to hear about your mom's passing. Required minimum distributions (RMDs) from inherited IRAs are one of the most confusing things that most people will have to deal with. That's partially ...