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

Few people would complain about receiving an inheritance, including one in the form of an IRA. However, if you do inherit the retirement plan of a loved one, there are some rules you have to follow ...

Kristina Byas is contributor at Investopedia. As a personal finance expert, she has lent her insights and knowledge to numerous financial publications. Her articles have helped readers navigate the ...

Readers of my column know I emphasize the importance of naming beneficiaries for every IRA account. Many ask under what circumstances they should consider naming a trust as an IRA beneficiary. In a ...

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 ...

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 ...

The Secure Act caps the time nonspouse beneficiaries have to cash out inherited IRAs at 10 years after death, which creates a shorter window for the inherited IRA to be taxed. In 2025, the Secure Act ...

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 have inherited a portion of a generation-skipping trust. My portion should amount to $30,000. The question is whether to take the cash or leave it to be managed by the bank. I have a moderate income ...

John Paul D. Dziuba II of CSG Law. Courtesy photo Almost four years after the SECURE Act went into effect, plan administrators, tax practitioners, and certain inherited IRA beneficiaries finally have ...

For philanthropically minded individuals, IRAs can be among the most tax-advantaged items to contribute to charity. During your earning years, income tax brackets and taxable income are at their ...