Inheriting property can feel like both a blessing and a burden. You're dealing with loss, memories, and suddenly there's a ...

The Secure Act has eliminated the stretch IRA for most people who are inheriting an IRA or 401(k). Now, beneficiaries who inherit an IRA will need to follow the 10-year rule, which can significantly ...

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

Navigating inherited individual retirement accounts (IRAs) has become increasingly challenging for beneficiaries. Recent legislative changes and regulatory updates have introduced new and important ...

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 ...

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 ...

Taking IRA distributions is often confusing, more so if you are inheriting an IRA. Part of the reason I eventually became a financial planner is due to my own experience trying to find accurate advice ...

Here are the key rules to know when inheriting a 401(k) and how to avoid some major penalties. What is an inherited 401(k)?A 401(k) is an employer-sponsored retirement plan that workers can contribute ...

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 ...

Sweeping changes to inheritance tax rules could destroy family businesses, an entrepreneur has warned. Alex Lovén, founder of Wrexham-based Net World Sports, said his company could face bills in the ...