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

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.

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 ...

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

I’m sorry to hear about your mom's passing. Required minimum distributions (RMDs) from inherited IRAs are one of the most confusing things that most people will have to deal with. That's partially ...

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 ...

HUNTSVILLE, Ala. (WAFF) - Inheriting assets may provide a new level of financial security, but it may also come with some unexpected tax consequences. Financial expert Jay McGowan from The Welch Group ...

My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I am seeing an issue in the ...

Question: “I am 59 years old and me, my mother, 85, and sister, 53, inherited my deceased sister’s IRAs. My deceased sister had a traditional IRA and a second traditional IRA that she inherited from ...

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 ...

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