The death of a loved one is hard enough without the added stress of inherited accounts.

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

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can turn a windfall into a punishing series of deadlines, penalties and surprise ...

Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...

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

If you've inherited an individual retirement account, you may have big plans for the balance — but costly mistakes can quickly shrink the windfall, experts say. The average IRA balance was $127,534 ...

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 ...

Retirees whose IRAs become part of their estate assets bequeathed to surviving spouses and heirs are subject to specific IRS rules. There are several strategies that can be deployed to minimize taxes ...

There has been a change to inherited individual retirement account rules which mandates that certain heirs must take required withdrawals each year or face an IRS penalty. Starting in 2025, certain ...

Dealing with the death of a loved one is hard enough. Having to navigate the complexities of inherited retirement accounts can add to that stress. But understanding your options can help you avoid a ...

If you've inherited an individual retirement account, you may have big plans for the balance — but costly mistakes can quickly shrink the windfall, experts say. Stream Los Angeles News for free, 24/7, ...