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

Inheriting an IRA can be complex. The rules differ based on your relationship to the deceased, your age and even their age at death. One misstep can trigger hefty penalties or tax bills you can ...

(Charles Krupa / Associated Press) 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 ...

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 ...

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 ...

If you take a distribution via an indirect rollover, you must deposit 100% of the funds into a retirement plan or individual retirement account (IRA) within 60 days to avoid paying income tax and ...

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 ...

“The alternative of not doing a spousal rollover would involve a more accelerated distribution of taxable income — both because the inherited IRA would be subjected to the 10-year rule for ...

This June 15, 2018, file photo shows U.S. currency on a counter in East Derry, N.H. The SECURE Act largely eliminated the so-called stretch IRA that allowed non-spouse beneficiaries to take ...