The death of a loved one is hard enough without the added stress of inherited accounts.

Inheriting an IRA isn’t quite as simple as taking the money and going on your way. Since an IRA is a tax-advantaged vehicle, you’ll have to strategize how to maximize the value of the account without ...

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can turn a windfall into a punishing series of deadlines, penalties and surprise ...

If you inherited an IRA from someone who died in 2019 or earlier, you're probably confused about the rules. You're ...

Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to ...

In a recent monthly newsletter, IRA expert Ed Slott discussed the options surviving spouses have when they inherit an IRA. The options can be confusing. You need to choose carefully to maximize your ...

The Secure Act of 2019 changed inherited IRA rules. Distribution time frames from inherited IRAs depend on whether you’re a spouse. Required minimum distributions from an inherited IRA could be ...

Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...

Dear Mr. Premack: A large part of my estate, if I were to pass away now, is contained in my IRA account. My total estate would fall below the amount for federal tax exemption. Since the money in the ...

The stretch IRA era is over. The SECURE Act was signed into law in 2020, meaning that retirement account owners would have to look for other options to leave funds to their beneficiaries. In this ...