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 ...

There are several sets of rules for inherited IRAs, and unfortunately, you fall under one of the more restrictive ones. While spouses, minor children, individuals with disabilities, and those less ...

Some people like to imagine the ideal windfall: A surprise (and tax-free!) inheritance from a distant relative whom you barely remember or never met. It’s much less fun to think about navigating a ...

If you inherited an IRA, that windfall may cost you money if you aren’t careful. That’s because there are rules surrounding inherited IRAs to ensure the money is eventually taxed and the IRS is paid.

Inheriting an IRA or retirement plan can present both financial opportunities and challenges, especially with the recent changes introduced by the SECURE 2.0 Act. This legislation, which was signed ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Investing money in a brokerage account is a valuable ...

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 ...

Investing money in a brokerage account is a valuable starting point to building long-term wealth, especially if you're also capitalizing on retirement accounts. You can build your own wealth and pass ...