Inheriting a 401(k) can be a complex process with varying rules and options depending on your relationship to the original ...

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

Inheriting an IRA, whether a traditional or Roth account, comes with certain responsibilities. The rules for an inherited IRA depend on the specifics of your situation, as well as the deceased's age ...

Inheriting an IRA, whether a traditional or Roth account, comes with certain responsibilities. The rules for an inherited IRA depend on the specifics of your situation, as well as the deceased’s age ...

There is confusion about what happens when you inherit a Roth IRA. The rules surrounding required minimum distributions (RMD) from an inherited Roth IRA are different than the Roth IRA or Roth 401(k) ...

Here are the key rules to know when inheriting a 401(k) and how to avoid some major penalties. What is an inherited 401(k)?A 401(k) is an employer-sponsored retirement plan that workers can contribute ...

Her sister passed away and left $100,000 in a trust for her 12-year-old nephew, and she has been named as the trustee. The ...