Your IRA will likely turn into an inherited IRA one day. Without proper planning, the IRS will take a big chunk of it.

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

Strategies to optimize the inherited IRA 10-year rule.

Inherited Roth IRA withdrawal rules share many similarities as traditional inherited IRAs, but there are tax obligations and other conditions to consider.

Non-spouse beneficiaries and spouses opening an inherited IRA need to be mindful of the ten-year rule, which requires ...

When an individual retirement account is passed to an account holder's heir, who pays taxes on the inheritance, and what tax ...

Beneficiaries of inherited IRAs will not be able to stretch their payouts in many situations, thanks to the SECURE Act.

RMDs from Inherited Roth IRAs As a designated beneficiary of a Roth IRA, you're not required to take annual RMDs-but the 10-year rule still applies.

Transfer assets from the deceased’s IRA directly to the Inherited IRA that you establish. There is no option for a 60-day rollover when a non-spouse beneficiary inherits an IRA.

Inheriting an individual retirement account can be a bittersweet experience. Although it's a loving gesture from the deceased to help fortify your retirement, the machinations of an inherited IRA ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

Inherited IRAs have different distribution rules based on whether the beneficiary is a spouse or non-spouse, including options to delay RMDs or take distributions over time.