Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

If you inherit a tax-deferred retirement account, like an IRA or a 401(k), you’ll pay income taxes on the money when you withdraw it. Those withdrawals are subject to your marginal tax rate, not the ...

An inherited Roth IRA, also sometimes called a beneficiary IRA, is an account created for the beneficiary of a Roth IRA after the original account holder’s death. Inherited Roth IRAs do not inherit ...

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 ...

The SECURE acts introduced several major changes to RMDs over the last few years. The changes impact both retirees and those ...

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 ...

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 ...

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 ...