There is a key change for inherited IRAs for 2025. Here's what beneficiaries need to know before year-end to avoid an IRS ...

The rules governing the inheritance of an individual retirement account (IRA) when the IRA owner dies are complicated, but ...

There has been a change to inherited individual retirement account rules which mandates that certain heirs must take required withdrawals each year or face an IRS penalty. Starting in 2025, certain ...

If an IRA is inherited through an estate, the distribution rules for the estate apply, even if the IRA is later transferred to a person. Distribution rules depend on whether the IRA owner died before ...

Dear Mr. Premack: A large part of my estate, if I were to pass away now, is contained in my IRA account. My total estate would fall below the amount for federal tax exemption. Since the money in the ...

My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I am seeing an issue in the ...

An IRA is an individual retirement account. It can be funded a few different ways, including annual contributions and lump-sum rollovers from a 401(k). An IRA is unique in that it is beneficiary ...

I’m 84 and widowed. My daughter is the beneficiary of my IRA and the successor trustee for my revocable living trust. She’s in a shaky marriage that could soon end in divorce. How can I prevent her ...

For retirement savers, adding a beneficiary to your 401(k) plan should be a top priority. A 401(k) plan beneficiary is the person or entity, such as a charity or trust, who inherits your 401(k) after ...

My mother-in-law is 86 and my sister-in-law is 58. My sister-in-law wants to have guardianship of my mother-in-law. They both reside in an apartment my husband and I built in Wisconsin to accommodate ...

There has been a change to inherited individual retirement account rules which mandates that certain heirs must take required withdrawals each year or face an IRS penalty. Stream NBC 5 for free, 24/7, ...