If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.

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 ...

Curious how much is inheritance tax? Most states don’t impose it, and those that do often provide exemptions to help reduce or eliminate the tax burden.

The Secure Act of 2019 changed inherited IRA rules. Distribution time frames from inherited IRAs depend on whether you’re a spouse. Required minimum distributions from an inherited IRA could be ...

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 ...

Probate Initiation: An interested party, often a family member or creditor, petitions the probate court to open an intestate estate. Appointment of Administrator: The court appoints an administrator ...

This program will help you avoid common errors when dealing with retirement assets during your client's lifetime and after your client's death. Tax planning with retirement assets including ...

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 ...

Why inheritance disputes are increasingly resolved through mediation Inheritance disputes are continuing to rise. As family ...