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.
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 ...
The taxes owed depend on your age, the type of account, and more ...
Few people would complain about receiving an inheritance, including one in the form of an IRA. However, there are some rules that you’ll have to follow if you inherit an IRA, and they may create some ...
Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...
There are a lot of reasons to love Roth IRAs, but the tax rules governing them are complex. Here’s what you should know.
Oh boy! Did I get your attention? You say, “But Kelly! I thought all Roth IRA distributions were tax free!” I say, “Not so fast, Sparky.” This is embarrassing. I used to think like you. Then I got my ...