Their relationship to you will play a major role in what happens after death.

In a recent monthly column, Ed Slott reviewed the options of a young widow who is the beneficiary of an IRA. Following is a summary of the two main options available to a widow in this position. The ...

Margaret is 73. Her husband died in March, and six months later, her CPA delivered some bad news. A single signature on a ...

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 ...

Maria, a 56-year-old hospital operations director earning $260,000 a year, just inherited her father’s IRA. The balance: $1.8 ...

Congress changed the rules for when beneficiaries must take money from inherited IRAs, 401(k)s, and other retirement accounts. Here’s how to avoid the most common traps.

An inherited IRA works a lot like a regular IRA. The money continues to grow tax-deferred, and withdrawals are taxed based on the type of account. If you inherit a traditional IRA, distributions are ...

A 58-year-old marketing director earning $245,000 just inherited a $1.2 million traditional IRA from her father, who died in ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. A 52-year-old hospital director earning $260,000 on her W ...

I’m sorry to hear about your mom's passing. Required minimum distributions (RMDs) from inherited IRAs are one of the most confusing things that most people will have to deal with. That's partially ...

Question: “I am 42. In 2009 my father died at age 60. I inherited his traditional IRA, which was held with a large investment company. I took RMDs while it was with that company. In 2017, I moved the ...