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

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 ...

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 ...

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can turn a windfall into a punishing series of deadlines, penalties and surprise ...

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 ...

When someone passes away, whether unexpectedly or not, it can raise questions about who will inherit what. Specifically, you might be wondering whether in-laws have a right to any of the assets of the ...

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 ...

Tax rules for people who inherited an individual retirement account can be complex under new regulations. Nonspouse beneficiaries who inherited an IRA after Jan. 1, 2020, from someone who died must ...

An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...

The IRS is offering a breather for taxpayers tied to certain specified required minimum distributions (RMDs) for 2024. And if it feels like deja vu all over again, you're not wrong. The IRS is ...