Managing an inherited IRA can be tricky, especially when returns seem lower than expected. Suze Orman recently addressed a ...

There are a couple of different sets of rules around inherited IRAs and you're subject to theleast flexible. While there are ...

IRA funds can be withdrawn to put toward a home purchase, but depending on your age and circumstances, there may be financial ...

Inheriting a Roth IRA avoids probate if the deceased listed you as a beneficiary. Spouses inheriting Roth IRAs can treat them as their own; others face a 10-year withdrawal limit. Non-spousal ...

Dear Quentin, My mother-in-law is 86 and my sister-in-law is 58. My sister-in-law wants to have guardianship of my ...

With that in mind, here are five essential tax aspects every IRA beneficiary should know. If you have inherited an IRA or have any other retirement plan account, it's important to be aware of the ...

Naming a beneficiary over your IRA is a key step in the estate planning process. It’s a way to ensure the wealth you’ve accumulated throughout your working years goes to the beneficiary you ...

I have about $500,000 in a 403(b) account. I am writing my will and I do not know whether the money in my 403(b) will be ...

The table below explains some must-know terms about IRA RMDs for an account you've inherited. Term What It Means Eligible designated beneficiary Eligible designated beneficiaries include the ...

An inherited individual retirement account is created with the funds in an IRA or employer-sponsored retirement plan after the original owner dies. You are not able to make more contributions to ...

I have two inherited Roth accounts that total around $80,000, and an inherited IRA account with around $80,000 from my partner’s 401(k) account. My partner sadly passed away this year at age 45.

Tax and retirement planning expert Ed Slott discusses the ins and outs of distributions for these frequently inherited investment accounts. The original Secure Act eliminated the stretch IRA and ...