The SECURE acts introduced several major changes to RMDs over the last few years. The changes impact both retirees and those ...

After years of delays, the Internal Revenue Service is enforcing annual payouts on certain accounts this year.

I was the beneficiary of my late wife’s IRA and 401 (k) — but I want our kids to get the cash. Do I still have to take ...

It pays to calculate RMDs (Required minimum distributions) as you approach retirement or if you are already retired. RMDs are the minimum annual withdrawals you must make each year from most ...

To calculate your RMD, the IRS will use a formula that includes your total account balances, your age, your life expectancy, and your beneficiary life expectancies. If you inherit an IRA for someone ...

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 ...

Inheriting an individual retirement account can be a bittersweet experience. Although it’s a loving gesture from the deceased to help fortify your retirement, the machinations of an inherited IRA tend ...

'I am comfortably retired, but the tax bill is considerable' "Recently, I've wondered if it makes sense to transfer the inherited IRA to a non-retirement account, take the tax and Medicare premium hit ...

If an IRA is inherited through an estate, the distribution rules for the estate apply, even if the IRA is later transferred to a person. Distribution rules depend on whether the IRA owner died before ...

I’m sorry to hear about your mom's passing. Required minimum distributions (RMDs) from inherited IRAs are one of the most confusing things that most people will have to deal with. That's partially ...

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 ...