Structurally speaking, an inherited IRA is the same as a regular IRA. In other words, assets in the account grow tax-deferred, and distributions are either fully taxable, in the case of inherited ...

IRAs have become a core part of the retirement system in the United States with over $18 trillion in assets not as of 2025. While retirement accounts are there for retirement, they can also become ...

Christine Benz: We want to take a look at the rules regarding inherited IRAs, which have changed quite a bit over the past few years. You and I have done a few different segments on this topic. People ...

Some people like to imagine the ideal windfall: A surprise (and tax-free!) inheritance from a distant relative whom you barely remember or never met. It’s much less fun to think about navigating a ...

The estate of a late Proctor & Gamble employee is embroiled in a legal battle over his retirement account nearly a decade after his death—with his ex-girlfriend from 35 years ago. Jeffrey Rolison ...

A variety of financial accounts, including retirement plans and life insurance, allow individuals to designate beneficiaries. Whoever is named on a beneficiary designation form will receive those ...