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

Inherited Roth IRAs present unique challenges and opportunities for beneficiaries, differing significantly from standard Roth accounts. While traditional Roth IRAs allow owners to avoid required ...

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

The rules governing the inheritance of an individual retirement account (IRA) when the IRA owner dies are complicated, but ...

Inherited IRAs and spousal IRAs are two different types of accounts that you can use for retirement planning. An inherited IRA is created when someone inherits that account, often from a non-spouse. A ...

Few people would complain about receiving an inheritance, including one in the form of an IRA. However, there are some rules that you’ll have to follow if you inherit an IRA, and they may create some ...

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 ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The aftermath of a loved one’s passing is a somber ...

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...

Whether you opened a Roth IRA years ago or have had your eye on one, you probably have a sense of what a great investment vehicle it is. A Roth IRA allows you to contribute money you've already paid ...

Few people would complain about receiving an inheritance, including one in the form of an IRA. However, if you do inherit the retirement plan of a loved one, there are some rules you have to follow ...