Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can ...

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 ...

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 in my mid-50s and have an inherited IRA from my parents. I have to take required minimum distributions, and I have a Treasury-bond ladder set up within the accounts to come due every year around ...

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, ...

SECURE 2.0 raised the RMD age to 73 for those turning 72 in 2023 or later. It rises to 75 in 2033. Non-spouse beneficiaries who inherited IRAs after 2019 must take annual RMDs in years 1-9 if the ...

If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...

Discover how to avoid costly mistakes with traditional IRAs and maximize your retirement savings with these expert tips on ...