Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.

Under the SECURE Act, signed into law in December 2019, most nonspouse beneficiaries must withdraw all the money from an ...

Inheriting an IRA, whether a traditional or Roth account, comes with certain responsibilities. The rules for an inherited IRA depend on the specifics of your situation, as well as the deceased's age ...

Rules on inherited IRAs have tightened, and most non-spouse beneficiaries must empty the pot in 10 years or face stiff ...

The Secure Act of 2019 changed inherited IRA rules. Distribution time frames from inherited IRAs depend on whether you’re a spouse. Required minimum distributions from an inherited IRA could be ...

Inheriting an IRA, whether a traditional or Roth account, comes with certain responsibilities. The rules for an inherited IRA depend on the specifics of your situation, as well as the deceased’s age ...

We are still in the early days of the so-called great wealth transfer,” says the lawyer Pierre Valentin, the joint head of ...

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 ...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, enacted by Congress in December 2019, was a step towards encouraging more employers to offer retirement plans and facilitating ...