Splitting an IRA among heirs is often the best choice for parents so that there is no dissension or in-fighting among ...

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

Navigating inherited individual retirement accounts (IRAs) has become increasingly challenging for beneficiaries. Recent legislative changes and regulatory updates have introduced new and important ...

Dear Oldest, I’m sorry to hear about the loss of your father, but you’re smart to be planning ahead. Inheriting an IRA from a ...

Inheriting an individual retirement account can be a bittersweet experience. Although it’s a loving gesture from the deceased to help fortify your retirement, the machinations of an inherited IRA tend ...

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 ...

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 ...

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 ...

Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules that come with it. The IRS doesn’t exactly hand out user manuals, and one wrong ...

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 ...

A spousal beneficiary rollover is a transfer of assets to a surviving spouse from a deceased spouse's retirement accounts. It ...

A couple in Illinois watched more than $300,000 disappear in a matter of weeks after cashing out an inherited IRA and diving into day trading, all while earning just $38,000 a year. The wife, Liz, ...