Learn how beneficiaries can manage non-spouse inherited IRAs. Explore distribution rules, Secure Act changes, and tax ...

If you have an inherited IRA, there's a key change for 2025 that heirs need to know. Here's how to avoid a penalty.

There’s a host of under-the-radar rules beneficiaries need to know to minimize taxes and penalties and maximize the benefits ...

New SECURE 2.0 Act rules have kicked in to reshape distribution and taxes for inherited IRAs and retirement plans. Read on ...

I have a pretty good amount in my IRA ($500,000) that I have contributed to for years. I also funded my husband’s IRA spousal ...

An inherited IRA is created when someone inherits that account, often from a non-spouse. A spousal IRA allows working spouses to contribute to the account for non-working or low-earning spouses.

Typically, a parent wishes to treat their children equally in their estate plan and presumes they will achieve this goal by ...

Recent legislative changes have stripped IRAs of all their redeeming qualities, Ed Slott said in a recent episode of Decoding ...

I have a pretty good amount in my IRA ($500,000) that I have contributed to for years. I also funded my husband’s IRA spousal ...

The rule covers most non-spouse beneficiaries if the original IRA owner reached the required minimum distribution, or RMD, age before death. But some heirs may consider withdrawal timing to avoid ...