Inherited IRAs pose a number of new challenges, due to the SECURE Act of 2019 and updated IRS guidelines regarding RMDs.

What happens when you, the beneficiary, pass away? What rules apply to someone who inherits the IRA from you, your “successor ...

Once you reach a certain age, the government imposes required minimum distributions, or RMDs, on your accounts each year. You ...

Should you rollover a spousal inherited IRA or just leave it? This is likely just one of the many decisions that has been dropped in your lap. You may also receive much well-meaning advice from ...

Inherited Roth IRA withdrawal rules share many similarities as traditional inherited IRAs, but there are tax obligations and ...

The wisdom of undertaking Roth conversions is highly dependent on the particular household circumstances. Roth conversions do not avoid taxes, they accelerate taxes. Conversions pay off when the tax ...

Jorgen Vik is a certified financial planner and partner with SKV Group LLC. Investment products and services are offered ...

annual RMDs must be taken during the first nine years, with the balance withdrawn by the end of the 10th year. Most non-spouse beneficiaries must empty inherited traditional IRA account(s ...

Splitting an IRA among heirs is often the best choice for parents so that there is no dissension or in-fighting among ...

The RMD rules for inherited IRAs differ based on the type of account and the relationship between the beneficiary and the original account holder. For married couples, the rules often provide more ...