The Secure Act of 2019 changed inherited IRA rules. Distribution time frames from inherited IRAs depend on whether you’re a spouse. Required minimum distributions from an inherited IRA could be ...

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 ...

Inheriting property can feel like both a blessing and a burden. You're dealing with loss, memories, and suddenly there's a ...

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

Probate Initiation: An interested party, often a family member or creditor, petitions the probate court to open an intestate estate. Appointment of Administrator: The court appoints an administrator ...

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 ...

Taking IRA distributions is often confusing, more so if you are inheriting an IRA. Part of the reason I eventually became a financial planner is due to my own experience trying to find accurate advice ...

This program will help you avoid common errors when dealing with retirement assets during your client's lifetime and after your client's death. Tax planning with retirement assets including ...

Here are the key rules to know when inheriting a 401(k) and how to avoid some major penalties. What is an inherited 401(k)?A 401(k) is an employer-sponsored retirement plan that workers can contribute ...