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 ...

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

An inherited Roth IRA is a retirement account you receive after someone passes away. The rules regarding an inherited Roth IRA are different from a regular Roth IRA. Withdrawing money has different ...

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 ...

Taxpayers as above are required to make annual distributions from their IRAs, regardless of whether he or she is retired, which are then included in the taxpayers’ adjusted gross income (AGI) and ...

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 ...

My father passed away in 2016 at the age of 67 and my mother inherited his traditional IRA. She is treating it as her own. He had not started any RMDs prior to his death. A few statements in the ...