Inheriting an IRA can be complex. The rules differ based on your relationship to the deceased, your age and even their age at ...

There is no option for a 60-day rollover when inheriting IRA assets. If you receive a check, the money will be taxed as ordinary income, and is ineligible to be deposited into an inherited IRA you ...

Berko: I've just inherited my dad's Individual ... immediately and demand that this rollover be reversed. If it cannot, the taxes on your dad's $277,000 IRA might blow the socks off your feet ...

A beneficiary may open an inherited IRA using the proceeds from any type of IRA, including traditional, Roth, rollover, SEP, and SIMPLE IRAs. Generally, assets held in the deceased individual’s ...

A: IRAs, as you seem to know, are an exception to the general rule that inheritances are not taxable to the beneficiaries. Unfortunately, tax-deferred rollovers of inherited IRAs are permitted ...

An inherited Roth IRA isn’t a special type of account ... With an inherited Roth, you can’t do an indirect rollover like you might have done when moving a 401(k) from a former employer.

This situation is also an option for gifting should the inherited IRA holder wish to make charitable contributions, especially given the new higher standard deductions. Combined charitable IRA ...

Surviving spouses can roll over inherited IRA funds into their IRAs. If required minimum distributions must be taken from the inherited IRA, widows and widowers can calculate them based on their ...

there's one category of retirement account that's not eligible for rollover to your personal Roth IRA: an inherited IRA. If you inherit a traditional IRA from a non-spouse, you're stuck with the ...

I also tackle accounting for a charitable donation from an IRA and the difference between a rollover and a trustee-to-trustee transfer.

I read your column: I accidentally overfunded my IRA last year — how much trouble am I in? and in it you mentioned an improper rollover. What makes a rollover improper? Doesn’t one company ...