Inherited a Roth IRA? Here's What to Do Now

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.

I inherited my mom’s IRA and still need to take $10K in required minimum distributions in 2026, but there’s no cash. What do I liquidate?

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

Inherited an IRA Before 2020? Here’s What You Need to Know

If you inherited an IRA from someone who died in 2019 or earlier, you're probably confused about the rules. You're ...
The Daily Overview on MSN

Inherited IRA rules can punish you, here's the smarter way

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can turn a windfall into a punishing series of deadlines, penalties and surprise ...
NBC Bay Area

There's a ‘big change' for inherited IRAs in 2025, advisor says. Here's how to avoid a penalty

However, a lesser-known change for 2025 could trigger a costly surprise penalty, financial experts say. Starting in 2025, certain heirs with inherited IRAs must take yearly required withdrawals while ...

Avoid turning your inherited IRA into an IRS tip jar | Opinion

Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...
NBC Bay Area

Inherited IRA rules are changing in 2025 — here's what beneficiaries need to know

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 ...
NBC Los Angeles

There's a ‘big change' for inherited IRAs in 2025, advisor says. Here's how to avoid a penalty

Inheriting an individual retirement account is a windfall for many investors. Stream Los Angeles News for free, 24/7, wherever you are. WATCH HERE However, a lesser-known change for 2025 could trigger ...
AOL

I inherited my mom’s IRA and still need to take $10K in required minimum distributions in 2025, but there’s no cash. What do I liquidate?

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 ...
NBC 10 Philadelphia

There's a ‘big change' for inherited IRAs in 2025, advisor says. Here's how to avoid a penalty

Inheriting an individual retirement account is a windfall for many investors. However, a lesser-known change for 2025 could trigger a costly surprise penalty, financial experts say. Starting in 2025, ...