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

Fidelity says these four moves can decide whether your heirs keep more of your money or send a chunk of it to the IRS.

New IRS rules for inherited IRAs became effective last year. Pay attention to avoid a 25% penalty and a "tax bomb".

I’ve written several articles about the advantages of Roth IRAs, but I have never discussed the beneficiary rules, which ...

Inherited IRA tax rules: Recent IRS changes mandate beneficiaries to empty inherited IRAs within 10 years, with exceptions for certain individuals. Failing to take Required Minimum Distributions (RMDs ...

Unlike with traditional IRAs, Roths do not provide tax savings, so anyone converting such funds to a Roth must pay federal income taxes on the amount converted.