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

Your beneficiary designation will often control where your IRA goes once you pass away. Make sure you don't leave unintended ...

Does your estate plan include a large retirement account that you are planning to leave to your child(ren) or other family members?

Inherited retirement accounts that once felt like a windfall are now coming with a firm deadline to pull money out, and the clock is running for many heirs. The rules around required withdrawals have ...

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 ...

An inherited IRA may be the most complex issue to handle well when wrapping up an estate. If you’ve recently inherited an individual retirement account, you can find yourself at the tricky three-way ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The aftermath of a loved one’s passing is a somber ...

Estate planning isn't fun, but it is necessary if you want to make sure that your family is taken care of and your property is disbursed the way you want it to after you've died. Furthermore, estate ...

A Roth IRA can be accessed anytime for any reason and is tax- and penalty-free. With the Secure Act, a Roth IRA can continue to grow tax-free without RMDs until the very end of the 10-year period ...