Rules on inherited IRAs have tightened, and most non-spouse beneficiaries must empty the pot in 10 years or face stiff ...

How grandparents can use Inherited IRA and special needs trust planning to reduce taxes and provide long-term financial ...

When you die, your IRA turns into an inherited IRA. Without proper planning, this can lead to high tax burdens for your beneficiaries. (Photo by Alex Wong/Getty Images) An Individual Retirement ...

If you’re expecting to inherit an IRA from a parent or other relative, the distribution rules have fundamentally changed in ...

Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.

Starting in 2025, certain heirs with inherited individual retirement accounts must take yearly required withdrawals or face a penalty. But some non-spousal beneficiaries should consider taking ...

If an IRA is inherited through an estate, the distribution rules for the estate apply, even if the IRA is later transferred to a person. Distribution rules depend on whether the IRA owner died before ...

If you've inherited an individual retirement account, you may have big plans for the balance — but costly mistakes can quickly shrink the windfall, experts say. Stream NBC 5 for free, 24/7, wherever ...

Question: “I am 59 years old and me, my mother, 85, and sister, 53, inherited my deceased sister’s IRAs. My deceased sister had a traditional IRA and a second traditional IRA that she inherited from ...

If charitable giving is part of your legacy plan, which assets you leave to charity can matter, especially if you have other beneficiaries. Many investors focus on the size of their charitable gifts ...

Readers of my column know I emphasize the importance of naming beneficiaries for every IRA account. Many ask under what circumstances they should consider naming a trust as an IRA beneficiary. In a ...