Browsing: Inherited

Juanma Hache | Moment | Getty ImagesWhile many investors welcome a windfall, the rules for inherited individual retirement accounts are complicated — and mistakes can be…

If you inherited an individual retirement account, there is a key change for 2025 that — without action on your part before year-end — could trigger…

Many federal employees and retirees have inherited IRAs over the years from relatives. Unlike individual traditional IRAs in which the traditional IRA owner must take required…

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…