Inherited a Roth IRA? Here's What to Do Now

If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.
Investopedia

Navigating Inherited IRA Rules—What You Need to Know for Tax Planning

Kristina Byas is contributor at Investopedia. As a personal finance expert, she has lent her insights and knowledge to numerous financial publications. Her articles have helped readers navigate the ...
Morningstar

Inheriting an IRA Through an Estate

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 inherited my mom’s IRA and still need to take $10K in required minimum distributions in 2026, but there’s no cash. What do I liquidate?

The death of a loved one is hard enough without the added stress of inherited accounts.
Morningstar

I'm in my 70s. Should I take the tax hit and withdraw all of my inherited IRA to avoid required minimum distributions?

'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 ...
CNBC

These inherited IRA mistakes could reduce your windfall, advisors say. How to avoid them

If you're a non-spouse heir, the rules for inherited IRAs are complicated, and mistakes can be costly, experts say. Many accounts must be emptied within 10 years, and some heirs must start taking ...
Hosted on MSN

10-year rules for IRAs? This happens after their elimination

If you've inherited an IRA in the last few years, you've likely been caught in a web of confusion surrounding the "10-year clean-out rule." After years of uncertainty following the 2019 SECURE Act, ...
NBC Washington

Here's How the New IRS Life Expectancy Tables Affect Required Withdrawals From IRAs, 401(K) Plans

Anyone facing required minimum withdrawals from retirement accounts should note there's been a change to calculating those amounts. Starting this year, new IRS life expectancy tables — which are used ...
Forbes

How To Slash The Burdens Of IRA Required Minimum Distributions

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Required minimum distributions from IRAs and 401(k)s can become a major ...
MarketWatch

I’m in my 70s. Should I take the tax hit and withdraw all of my inherited IRA to avoid required minimum distributions?

I’m in my mid-70s, have no debt and have managed as a single person to amass about $1 million in traditional IRA savings, plus some non-retirement account investments. I also inherited a traditional ...
AOL

I inherited my mom’s IRA and still need to take $10K in required minimum distributions in 2025, but there’s no cash. What do I liquidate?

Dealing with the death of a loved one is hard enough. Having to navigate the complexities of inherited retirement accounts can add to that stress. But understanding your options can help you avoid a ...