After years of delays, the Internal Revenue Service is enforcing annual payouts on certain accounts this year.

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 ...

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 ...

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 ...

When someone dies with money left in an Individual Retirement Account (IRA), the funds can get passed on to the person's loved ones through an inherited IRA. The recipient(s) may spend the funds ...

If you inherited an IRA, that windfall may cost you money if you aren’t careful. That’s because there are rules surrounding inherited IRAs to ensure the money is eventually taxed and the IRS is paid.

Inheriting an IRA or retirement plan can present both financial opportunities and challenges, especially with the recent changes introduced by the SECURE 2.0 Act. This legislation, which was signed ...

Some people like to imagine the ideal windfall: A surprise (and tax-free!) inheritance from a distant relative whom you barely remember or never met. It’s much less fun to think about navigating a ...

When you die, your IRA turns into an inherited IRA. Without proper planning, this can lead to high tax burdens for your beneficiaries. (Photo by Alex Wong/Getty Images) An Individual Retirement ...

If you’ve inherited an individual retirement account, you may have big plans for the balance — but costly mistakes can quickly shrink the windfall, experts say. Many investors roll pre-tax 401(k) ...

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 ...