You can inherit an IRA tax-free, but you could be hit with a tax penalty if you don't follow the rules for distributions ...

An inherited IRA may be the most complex issue to handle well when wrapping up an estate. If you’ve recently inherited an individual retirement account, you can find yourself at the tricky three-way ...

Most Americans believe their will distributes their estate, but that's not the case with retirement accounts, life insurance, ...

Do yourself a favor: Check the heirs named on your IRA or 401(k) retirement plans. Then check your parents’ accounts. A lot is riding on these designations, and it’s easy for life to outrun planning ...

The calculation of required minimum distributions for beneficiaries has always been uniquely complicated because of confusing tax rules that differ depending on the type of beneficiary, when they ...

The so called “stretch IRA” allows designated beneficiaries to extend required minimum distributions and the tax deferral over their life expectancy based on their age in the year after death.

The RMD (required minimum distribution) rules for IRA and plan beneficiaries have gone through so many recent changes that it’s not surprising that advisors have lots of questions on which RMD rules ...

Roth IRA owners don’t have mandated withdrawal requirements during their lifetimes. But that’s not the case for those who inherit a Roth IRA. Since Roth IRA withdrawals are not subject to income ...