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.

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

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

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

Starting in 2025, certain heirs with inherited individual retirement accounts must take yearly required withdrawals or face a penalty. But some non-spousal beneficiaries should consider taking ...

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 ...

Making tax-free withdrawals from a Roth IRA depends on when — and what — you’re withdrawing. Otherwise, taxes and penalties could apply. Many, or all, of the products featured on this page are from ...

Roth IRA vs Traditional IRA decisions are some of the most important financial choices you’ll make when planning for retirement. However, they come with complications that need to be navigated. In the ...

The taxes owed depend on your age, the type of account, and more ...

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 ...