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.

Inherited IRAs and spousal IRAs are two different types of accounts that you can use for retirement planning. An inherited IRA is created when someone inherits that account, often from a non-spouse. A ...

Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.

When an IRA owner dies, surviving spouses suddenly inherit more than memories. They inherit a stack of decisions wrapped in IRS fine print.

Few people would complain about receiving an inheritance, including one in the form of an IRA. However, there are some rules that you’ll have to follow if you inherit an IRA, and they may create some ...

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

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

Dear Liz: I inherited my mother’s Roth IRA when she died in 2015 and have been taking yearly required minimum distributions based on my age. My spouse is my primary beneficiary on this inherited Roth ...

Every week, Allworth Financial’s Amy Wagner and Steve Hruby, CFP ®, answer your questions. If you, a friend, or someone in your family has a money issue or problem, feel free to send those questions ...

Question: “If my spouse inherits my IRA, which path has the least tax impact? Should I rollover to my traditional IRA or set up an inheritance? He was already taking RMDs from his traditional IRA. I ...

In private letter ruling 201706004 (released Feb. 10, 2017), the Internal Revenue Service confirmed that a decedent’s surviving spouse may roll over her deceased husband’s individual retirement ...

Few people would complain about receiving an inheritance, including one in the form of an IRA. However, if you do inherit the retirement plan of a loved one, there are some rules you have to follow ...