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

Rules on inherited IRAs have tightened, and most non-spouse beneficiaries must empty the pot in 10 years or face stiff ...

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 ...

Under the SECURE Act, signed into law in December 2019, most nonspouse beneficiaries must withdraw all the money from an ...

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 ...

We are still in the early days of the so-called great wealth transfer,” says the lawyer Pierre Valentin, the joint head 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 ...

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 ...

Inheriting an IRA as a beneficiary can increase your financial security. But, because an inherited IRA usually imposes a 10-year distribution schedule, the account may also create larger tax ...