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

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.

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 ...

The IRS provides two sample notices that plan administrators may use: one for eligible rollover distributions from designated ...

Let's be honest, retirement planning already feels overwhelming without worrying about missing critical deadlines. Yet ...

The Tax Court held that distributions received by a taxpayer from her individual retirement account (IRA) funded by an erroneous rollover into that account from her late husband’s IRA was gross income ...

Tax law allows you to have as many IRAs as you want. Some people are well served by having more than one. Three situations ...

Oh boy! Did I get your attention? You say, “But Kelly! I thought all Roth IRA distributions were tax free!” I say, “Not so fast, Sparky.” This is embarrassing. I used to think like you. Then I got my ...

We’re well into the third quarter of the year, so it’s a good time to review the actions you should consider taking with your IRAs before Dec. 31. Most people don’t consider their options until late ...

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 ...