If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.

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

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

The SECURE Act changed the rules for many individuals who inherited individual retirement accounts. However, even though SECURE took effect five years ago, advisors continue to receive questions from ...

Inheriting an individual retirement account can be a bittersweet experience. Although it’s a loving gesture from the deceased to help fortify your retirement, the machinations of an inherited IRA tend ...

Investing money in a brokerage account is a valuable starting point to building long-term wealth, especially if you're also capitalizing on retirement accounts. You can build your own wealth and pass ...

Your adult children may covet your 1950s baseball-card collection, but unless there’s a mint-condition Willie Mays or Ted Williams in the stack, it won’t mean much to their financial security. An ...

The rules for inherited IRAs can be complicated. Generally, you need to withdraw the account balance in 10 years. You also need to be mindful of required minimum distributions. CEO says this is worth ...

If you're a non-spouse heir, the rules for inherited IRAs are complicated, and mistakes can be costly, experts say. Many accounts must be emptied within 10 years, and some heirs must start taking ...

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