The death of a loved one is hard enough without the added stress of inherited accounts.

If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.

In a recent monthly column, Ed Slott reviewed the options of a young widow who is the beneficiary of an IRA. Following is a summary of the two main options available to a widow in this position. The ...

The Secure Act has eliminated the stretch IRA for most people who are inheriting an IRA or 401(k). Now, beneficiaries who inherit an IRA will need to follow the 10-year rule, which can significantly ...

In a recent monthly newsletter, IRA expert Ed Slott discussed the options surviving spouses have when they inherit an IRA. The options can be confusing. You need to choose carefully to maximize your ...

If you inherited an IRA from someone who died in 2019 or earlier, you're probably confused about the rules. You're ...

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can turn a windfall into a punishing series of deadlines, penalties and surprise ...

An inherited IRA may be the most complex issue to handle well when wrapping up an estate. If you’ve recently inherited an individual retirement account, you can find yourself at the tricky three-way ...

The simplest and most common solution is to take all of the accumulated funds in the retirement account as a single payment so that you can move on. Anyone who inherits an IRA can choose a lump sum ...

The Secure Act of 2019 changed inherited IRA rules. Distribution time frames from inherited IRAs depend on whether you’re a spouse. Required minimum distributions from an inherited IRA could be ...

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 ...

The stretch IRA era is over. The SECURE Act was signed into law in 2020, meaning that retirement account owners would have to look for other options to leave funds to their beneficiaries. In this ...