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

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can ...

The SECURE Act changed the rules for many individuals who inherited individual retirement accounts. However, even though SECURE took effect five years ago, advisors continue to receive questions from ...

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 ...

When navigating a loss, the emotional toll can be overwhelming, and it can take a minute to even think about handling the practical side of things, like understanding how to manage the financial ...

As many regular readers of this column know, two significant laws have been enacted in recent years affecting retirement accounts. The SECURE Act of 2019 and the SECURE 2.0 Act (passed as part of the ...

According to the Investment Company Institute, the amount of assets in IRA accounts and employer defined contribution plans reached $29 trillion at the end of 2024. With this amount of wealth in ...

When Leslie’s husband died in late 2022, she was devastated, but grateful he had left behind a 401(k) with nearly $350,000 in retirement savings. After taking time to grieve, she contacted the ...