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

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In a recent monthly column, Ed Slott reviewed the options of a young widow who is the beneficiary of an IRA. Following is a summary of the two main options available to a widow in this position. The ...

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 ...

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 ...

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 ...

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 ...

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 ...