What happens when you, the beneficiary, pass away? What rules apply to someone who inherits the IRA from you, your “successor ...

Inherited IRAs pose a number of new challenges, due to the SECURE Act of 2019 and updated IRS guidelines regarding RMDs.

The government offers retirement savers a significant tax advantage when they use certain retirement accounts. Traditional ...

Once you reach a certain age, the government imposes required minimum distributions, or RMDs, on your accounts each year. You ...

Splitting an IRA among heirs is often the best choice for parents so that there is no dissension or in-fighting among ...

Did you know that, in most cases, you must start taking required minimum distributions (RMDs) from your retirement accounts ...

You'll have to pay income taxes on the amount you withdraw. Those with inherited IRAs usually have to take RMDs as well. Where to invest $1,000 right now? Our analyst team just revealed what they ...

The ERISA consultants at the Retirement Learning Center (RLC) address whether it’s possible to aggregate RMDs from an annuitized IRA with RMDs from an IRA that isn’t annuitized to determine the total ...

The penalty for missing the 10-year distribution rule for inherited IRAs is a 25% excise tax on the amount that should have been withdrawn, meaning you would owe 25% of the missed RMD as a penalty ...

It is becoming increasingly commonplace for people to enter long-term romantic relationships without legally marrying. While there are no ...