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

Dear Liz: I inherited my mother’s Roth IRA when she died in 2015 and have been taking yearly required minimum distributions based on my age. My spouse is my primary beneficiary on this inherited Roth ...

Dear Liz: I inherited my mother’s Roth IRA when she died in 2015 and have been taking yearly required minimum distributions based on my age. My spouse is my primary beneficiary on this inherited Roth ...

Each week, in our Ask the Editor series, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on topics submitted by readers. This week, she’s looking at questions on inherited IRAs. (Get a ...

An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...

An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...

This Redditor recently inherited money from a deceased relative and is unsure what to do next. They are unsure if they should first withdraw from a 401(k) or Roth IRA. The first thing this Redditor ...

Required minimum distributions, or RMDs, are the amounts that must be withdrawn each year from specific retirement plan accounts upon reaching the required minimum distribution age. These mandatory ...

If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...