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 ...

Inheriting an individual retirement account can be a bittersweet experience. Although it’s a loving gesture from the deceased to help fortify your retirement, the machinations of an inherited IRA tend ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Congress and the IRS made inheriting an IRA a very complicated, ...

An inherited Roth IRA, also sometimes called a beneficiary IRA, is an account created for the beneficiary of a Roth IRA after the original account holder’s death. Inherited Roth IRAs do not inherit ...

If you inherited an IRA, that windfall may cost you money if you aren’t careful. That’s because there are rules surrounding inherited IRAs to ensure the money is eventually taxed and the IRS is paid.

Your adult children may covet your 1950s baseball-card collection, but unless there’s a mint-condition Willie Mays or Ted Williams in the stack, it won’t mean much to their financial security. An ...

Some people like to imagine the ideal windfall: A surprise (and tax-free!) inheritance from a distant relative whom you barely remember or never met. It’s much less fun to think about navigating a ...