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

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

Even a modest inheritance like $50,000 has the power to positively change your life over the long term—provided you use it wisely.

If you know you’re receiving an inheritance, you’ve seen the estate documents, your benefactors have given you a specific ...

In the end, a good inheritance isn't just about mere dollars and cents. It's about leaving a legacy that fortifies your loved ...

Secure your future with our essential checklist. Discover the key documents every retiree needs for peace of mind and a ...

Each year, American retirees lose approximately $1.7 billion in IRS penalties for not taking their required minimum distributions. According to Vanguard, around 6.7% of its clients missed their annual ...

I will soon turn 65 and I would like to quit working. My wife and I purchased a home in Tennessee a few years ago to be ...

I will turn 65 in early 2026 and I would like to quit working. My wife and I purchased a home in Tennessee a few years ago to ...

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

Dear Liz: I have $160,000 in a 403 (b) retirement plan and I’m 70. I know I have to start taking required minimum ...

Dear Abby: My mother passed away six years ago. She was a manipulative woman who had alienated all family members except my ...