*Don’t name your estate as heir. A retirement account’s heir typically must be a person (or a trust benefiting a person) for ...

If you're inheriting an IRA, you might think you can let that money sit and grow until you need it. But there are rules ...

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

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

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

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 ...

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 ...

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 ...

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 ...

Untangling their finances after they die only adds to the strain — particularly when it comes to retirement accounts. Imagine ...

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 ...

In fact, 31.9 million 401(k)s were reportedly left behind or forgotten entirely as of July 2025, and these accounts have an ...