Explore inherited IRA rules. Learn how tax regulations impact spouses and non-spouses under the SECURE Act. Understand your options for inheriting IRA funds.

Anyone facing required minimum withdrawals from retirement accounts should note there's been a change to calculating those amounts. Starting this year, new IRS life expectancy tables — which are used ...

Americans held $33 trillion in individual retirement accounts in 2022, and many of those IRA holders have yet to withdraw their funds and pay taxes on them. With the total debt of the U.S. federal ...

The rules governing the inheritance of an individual retirement account (IRA) when the IRA owner dies are complicated, but ...

Post-SECURE Act, many individuals who have inherited retirement accounts have significant questions on how their ongoing required minimum distributions (RMDs) must now be calculated. While most ...

The SECURE Act changed the rules for many individuals who inherited individual retirement accounts. However, even though SECURE took effect five years ago, advisors continue to receive questions from ...

Explore your options as a Roth IRA beneficiary, from spousal transfers to required withdrawals, depending on your relationship to the original account holder.

The IRS has issued final regulations focused on required minimum distribution (RMD) rules for inherited IRAs. The rules have been a concern for taxpayers since the SECURE Act (and its successor, ...

SECURE 2.0 has significant changes that could help strengthen your retirement. Not only does SECURE 2.0 increase the age at which retirees must take required minimum distributions (RMD), but it also ...

Beneficiaries must take required minimum distributions from their inherited IRAs. When the RMD is an annual obligation, the Single Life Expectancy Table must be used to identify the denominator for ...

The Setting Every Community Up for Retirement Act (SECURE Act) became effective on January 1, 2020. For many beneficiaries of retirement plans, payout over life expectancy has been eliminated. Under ...

Using the modified tables should be generally straightforward for most account owners, although there are a couple of situations that may be trickier this year. One of those instances involves anyone ...