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

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 ...

Every week, Allworth Financial’s Amy Wagner and Steve Hruby, CFP ®, answer your questions. If you, a friend, or someone in your family has a money issue or problem, feel free to send those questions ...

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 ...

Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.

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 ...

Inherited IRAs and spousal IRAs are two different types of accounts that you can use for retirement planning. An inherited IRA is created when someone inherits that account, often from a non-spouse. A ...

Dear Liz: I inherited my mother’s Roth IRA when she died in 2015 and have been taking yearly required minimum distributions based on my age. My spouse is my primary beneficiary on this inherited Roth ...

In the last few years, we've seen a flurry of new retirement rules and changes to tax law affecting retirement account contributions and withdrawals. The sweeping new rules impact nearly every ...

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 ...

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 ...

Dealing with the death of a loved one is hard enough. Having to navigate the complexities of inherited retirement accounts can add to that stress. But understanding your options can help you avoid a ...