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.

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

Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...

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 ...

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 ...

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 ...

If you’re saving for retirement or just trying to make the most of your retirement accounts, you might be wondering: Do Roth IRAs have RMDs? It’s a great question — and the answer is a big reason why ...

Your adult children may covet your 1950s baseball-card collection, but unless there’s a mint-condition Willie Mays or Ted Williams in the stack, it won’t mean much to their financial security. An ...

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 ...

Losing a spouse is an incredibly difficult experience as it is. Untangling their finances after they die only adds to the strain — particularly when it comes to retirement accounts. Imagine Stan, a 70 ...