Browsing: Inherited

Djelics | E+ | Getty ImagesIf you’ve inherited an individual retirement account, you may have big plans for the balance — but costly mistakes can quickly…

Sdi Productions | E+ | Getty ImagesThere has been a change to inherited individual retirement account rules which mandates that certain heirs must take required withdrawals…

Managing a loved one’s debt after they pass away can be stressful, especially if you’re unsure about your financial responsibilities. A common question is whether debt…

Learning about non-spouse inherited Roth 401(k)getty You may be reading this non-spouse inherited Roth 401(k) article because your parent passed away or a favorite aunt or…

Contemplating his spousal inherited Roth 401(k) optionsgetty There are differences in handling a spousal Inherited Roth 401(k) versus an inherited Traditional 401(k). When you have a…

Greg Hinsdale | The Image Bank | Getty ImagesInheriting an individual retirement account is a windfall for many investors.However, a lesser-known change for 2025 could trigger…

Wife holds wedding ringgetty Should you rollover a spousal inherited IRA or just leave it? This is likely just one of the many decisions that has…

getty Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of little-known rules that are…

Young Mother playing with children while sitting on floor at home with wooden toysgetty A non-spouse inherited 401(k) has limited options compared to that of a…

Feeling overwhelmed with spousal inherited 401(k)getty The considerations for your spousal inherited 401(k) are extensive and can be overwhelming, especially during a time of grieving. The…