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 ...

The Secure Act has eliminated the stretch IRA for most people who are inheriting an IRA or 401(k). Now, beneficiaries who inherit an IRA will need to follow the 10-year rule, which can significantly ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Probate Law: Judge's Gavel as a symbol of legal system, Themis is the goddess ...

Inheriting a 401(k) can be a complex process with varying rules and options depending on your relationship to the original ...

Proposed new rules could mean that large gifts are no longer fully exempt from inheritance tax (IHT), making it harder to reduce the size of your estate by passing money on during your lifetime. The ...

When dealing with bereavement, disagreements with surviving family members about assets that have been inherited jointly can cause further stress at an already difficult time. This is particularly ...

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 ...