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.

Taking IRA distributions is often confusing, more so if you are inheriting an IRA. Part of the reason I eventually became a financial planner is due to my own experience trying to find accurate advice ...

Navigating inherited individual retirement accounts (IRAs) has become increasingly challenging for beneficiaries. Recent legislative changes and regulatory updates have introduced new and important ...

An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...

Inheriting an individual retirement account can be a bittersweet experience. Although it’s a loving gesture from the deceased to help fortify your retirement, the machinations of an inherited IRA tend ...

An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Congress and the IRS made inheriting an IRA a very complicated, ...

The penalty for missing an RMD could be up to 25% of the amount you were supposed to withdraw. Your RMD mostly depends on just two factors that change every year. Most inherited IRAs are subject to ...

The federal government encourages retirement savings by offering a tax break for anyone who contributes to certain retirement accounts like a 401(k) or IRA. If you save money in a traditional ...

The SECURE Act upended inherited IRA planning and now, the clock is ticking. As we enter the critical second half of the 10-year distribution window for many post-2019 beneficiaries, financial ...

Taking IRA distributions is often confusing, more so if you are inheriting an IRA. Part of the reason I eventually became a financial planner is due to my own experience trying to find accurate advice ...