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.

Navigating inherited individual retirement accounts (IRAs) has become increasingly challenging for beneficiaries. Recent legislative changes and regulatory updates have introduced new and important ...

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

Starting in 2025, certain heirs with inherited individual retirement accounts must take yearly required withdrawals or face a penalty. But some non-spousal beneficiaries should consider taking ...

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

The rules for inherited IRAs can be complicated. Generally, you need to withdraw the account balance in 10 years. You also need to be mindful of required minimum distributions. Losing a parent can be ...

Your adult children may covet your 1950s baseball-card collection, but unless there’s a mint-condition Willie Mays or Ted Williams in the stack, it won’t mean much to their financial security. An ...

Inheriting an individual retirement account is a windfall for many investors. However, a lesser-known change for 2025 could trigger a costly surprise penalty, financial experts say. Starting in 2025, ...

My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I am seeing an issue in the ...

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

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 ...