Inheriting an IRA, whether a traditional or Roth account, comes with certain responsibilities. The rules for an inherited IRA depend on the specifics of your situation, as well as the deceased's age ...

Inheriting an IRA, whether a traditional or Roth account, comes with certain responsibilities. The rules for an inherited IRA depend on the specifics of your situation, as well as the deceased’s age ...

There is confusion about what happens when you inherit a Roth IRA. The rules surrounding required minimum distributions (RMD) from an inherited Roth IRA are different than the Roth IRA or Roth 401(k) ...

When someone dies, states might impose an inheritance tax on money or other assets transferred from the deceased person’s estate to the heirs or surviving family members. But most states do not impose ...

With inheritance tax (IHT) bills rising fast, giving financial gifts to your loved ones early could be a great way to reduce your inheritance tax bill. Last tax year, IHT revenues hit a record high of ...

Retirees across Britain are rushing to wed before Rachel Reeves's inheritance tax overhaul takes effect in April 2027, with ...

Sweeping changes to inheritance tax rules could destroy family businesses, an entrepreneur has warned. Alex Lovén, founder of Wrexham-based Net World Sports, said his company could face bills in the ...

However, when you're gifting cash, you'll have to keep HMRC in the back of your mind as you could risk your family facing an ...

Rachel Reeves will be challenged to rule out a series of tax hikes as the Tories force a Commons vote ahead of the Autumn Budget. The Chancellor is likely to have to find ways of raising money in the ...

In photographer Catherine Opie’s intimate series of images from inside Elizabeth Taylor’s home, one holds unexpected wisdom for jewelry collectors. A stack of boxes —mostly, it appears, for necklaces ...

I am a tax lawyer and board certified estate planning lawyer, and the lead author of the book entitled Planning for Ownership and Inheritance of Pension and IRA Accounts, which is now being rewritten.