It's important to know what options you have.

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 ...

Avoid a big tax hit following a gift from a loved one.

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Congress and the IRS made inheriting an IRA a very complicated, ...

Starting in 2025, certain heirs with inherited individual retirement accounts must take required withdrawals every year or face an IRS penalty. The rule covers most non-spouse beneficiaries if the ...

The tax rules for inherited IRAs have always been complicated. But the SECURE Act, and the recently related IRS regulations, have made beneficiary IRAs the worst possible assets for wealth transfer ...

Should you rollover a spousal inherited IRA or just leave it? This is likely just one of the many decisions that has been dropped in your lap. You may also receive much well-meaning advice from ...

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 ...

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 an individual retirement account is a windfall for many investors. Stream Connecticut News for free, 24/7, wherever you are. However, a lesser-known change for 2025 could trigger a costly ...