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.
Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.
Money in tax-deferred accounts comes with strings that heirs often aren’t expecting ...
If you've inherited an individual retirement account, you may have big plans for the balance — but costly mistakes can quickly shrink the windfall, experts say. Stream Los Angeles News for free, 24/7, ...
Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...
An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...
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 ...
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 ...
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 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 ...
My father passed away in 2016 at the age of 67 and my mother inherited his traditional IRA. She is treating it as her own. He had not started any RMDs prior to his death. A few statements in the ...