Explore your options as a Roth IRA beneficiary, from spousal transfers to required withdrawals, depending on your relationship to the original account holder.

Recently I was the spousal beneficiary of my wife’s IRA. I went over the options with the major financial group holding the ...

Explore inherited IRA rules. Learn how tax regulations impact spouses and non-spouses under the SECURE Act. Understand your options for inheriting IRA funds.

Inheriting an IRA isn’t quite as simple as taking the money and going on your way. Since an IRA is a tax-advantaged vehicle, you’ll have to strategize how to maximize the value of the account without ...

Inheriting an individual retirement account isn’t like inheriting most other assets. With an inherited IRA, there are a lot of moving parts in terms of the type of IRA, the payout options, who the ...

Recently, I’ve wondered if it makes sense to transfer the inherited IRA to a non-retirement account, take the tax and ...

The Secure Act of 2019 changed inherited IRA rules. Distribution time frames from inherited IRAs depend on whether you’re a spouse. Required minimum distributions from an inherited IRA could be ...

When someone dies with money left in an Individual Retirement Account (IRA), the funds can get passed on to the person's loved ones through an inherited IRA. The recipient(s) may spend the funds ...

An inherited IRA may be the most complex issue to handle well when wrapping up an estate. If you’ve recently inherited an individual retirement account, you can find yourself at the tricky three-way ...

Every week, Allworth Financial’s Amy Wagner and Steve Hruby, CFP ®, answer your questions. If you, a friend, or someone in your family has a money issue or problem, feel free to send those questions ...