Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

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

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 ...

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can ...

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 ...

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 ...

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 ...

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 ...

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 ...

Question: “My wife died in 2017, the year prior to her 70 ½ birthday. We were both 69 when she passed. I was the sole beneficiary of her regular IRA and kept her account separate from my own IRA. My ...

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 ...