New IRS rules for inherited IRAs became effective last year. Pay attention to avoid a 25% penalty and a "tax bomb".

Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.

Inherited IRA tax rules: Recent IRS changes mandate beneficiaries to empty inherited IRAs within 10 years, with exceptions ...

Inheriting an IRA, whether a traditional or Roth account, comes with certain responsibilities. The rules for an inherited IRA depend on the specifics of your situation, as well as the deceased's age ...

Dear Savvy Senior, What are the rules regarding inherited IRAs? My brother and I recently inherited our father’s IRA when he ...

If you’ve just inherited an IRA, you’re likely asking what to do next — and how to avoid an unexpected tax bill. An inherited IRA lets you keep assets in a tax-advantaged account, but the clock starts ...

Inheriting an IRA, whether a traditional or Roth account, comes with certain responsibilities. The rules for an inherited IRA depend on the specifics of your situation, as well as the deceased’s age ...

While federal rules shield the majority of families from paying death taxes, state-level policies tell a far more varied ...

If a loved one has named you as a beneficiary of their 401(k), knowing how to make the best use of the bequest is another way to honor them. How to best use an inherited 401(k) depends on a number of ...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, enacted by Congress in December 2019, was a step towards encouraging more employers to offer retirement plans and facilitating ...